+21.6%
PATH vs FCUV
-40.0%
+61.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -8.4% | +4.7% | -3.6% |
| 7D | -5.6% | -14.0% | +8.4% | -5.5% |
| 30D | -0.7% | -31.2% | +30.5% | -0.4% |
| 3M | -5.9% | -71.3% | +65.4% | -5.2% |
| 6M | +21.6% | -36.9% | +58.4% | +31.2% |
| All | +21.6% | -40.0% | +61.5% | +31.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling