-0.4%
PL vs FCUV
-98.1%
+97.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -7.5% | +1.1% | -6.4% |
| 7D | -11.7% | -8.6% | -3.2% | -11.7% |
| 30D | -27.1% | -25.9% | -1.2% | -27.2% |
| 3M | -44.6% | -69.8% | +25.2% | -44.6% |
| 6M | -67.2% | -31.6% | -35.6% | -67.4% |
| YTD | -35.9% | -90.1% | +54.3% | -37.0% |
| 1Y | -0.4% | -98.0% | +97.6% | -11.0% |
| All | -0.4% | -98.1% | +97.7% | -11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling