+500.0%
PAAS vs FCUV
-87.2%
+587.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -13.7% | +11.3% | -2.4% |
| 7D | -2.9% | +62.8% | -65.7% | -2.9% |
| 30D | +6.8% | +66.5% | -59.7% | +6.8% |
| 3M | -2.9% | +459.9% | -462.8% | -3.0% |
| 6M | -16.4% | -12.4% | -4.1% | -16.3% |
| YTD | 0.0% | -47.5% | +47.6% | +0.3% |
| 1Y | +54.3% | -80.5% | +134.8% | +54.8% |
| 3Y | +230.7% | -97.6% | +328.3% | +231.8% |
| 5Y | +111.6% | -99.5% | +211.2% | +112.7% |
| 10Y | +211.7% | -95.8% | +307.5% | +218.6% |
| All | +500.0% | -87.2% | +587.2% | +529.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling