+126.3%
PAAS vs FCUV
-99.9%
+226.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -7.0% | +10.7% | +3.7% |
| 7D | +2.6% | -63.8% | +66.4% | +2.6% |
| 30D | +2.5% | -14.7% | +17.2% | +2.6% |
| 3M | +15.1% | +65.3% | -50.2% | +15.9% |
| 6M | -12.1% | -68.5% | +56.4% | -10.1% |
| YTD | +3.1% | -83.0% | +86.1% | +5.9% |
| 1Y | +50.8% | -94.4% | +145.3% | +56.3% |
| 3Y | +259.5% | -99.3% | +358.8% | +281.2% |
| 5Y | +126.3% | -99.9% | +226.2% | +147.9% |
| All | +126.3% | -99.9% | +226.2% | +147.9% |
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