-21.8%
PATH vs FCUV
-99.6%
+77.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | 0.0% |
| 7D | -5.3% | -13.0% | +7.6% | -5.2% |
| 30D | -0.5% | -36.9% | +36.4% | 0.0% |
| 3M | -7.1% | -65.3% | +58.2% | -6.5% |
| 6M | +23.8% | -32.9% | +56.7% | +19.2% |
| YTD | -20.7% | -91.2% | +70.5% | -20.4% |
| 1Y | -8.1% | -98.2% | +90.1% | -3.4% |
| 3Y | -21.8% | -99.6% | +77.8% | -26.8% |
| All | -21.8% | -99.6% | +77.8% | -26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling