+48.1%
PAAS vs FCUV
-99.7%
+147.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +136.0% | -136.6% | -0.4% |
| 7D | -8.9% | +148.8% | -157.7% | -8.8% |
| 30D | -11.4% | +95.0% | -106.5% | -11.3% |
| 3M | -20.4% | +27.8% | -48.2% | -20.3% |
| 6M | -40.7% | +121.0% | -161.7% | -40.2% |
| YTD | -26.9% | -78.1% | +51.2% | -24.8% |
| 1Y | -3.1% | -94.3% | +91.2% | +0.8% |
| 3Y | +199.3% | -98.9% | +298.2% | +218.1% |
| All | +48.1% | -99.7% | +147.8% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FCUV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling