+6.6%
PL vs FCUV
-98.0%
+104.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.6% | -5.3% | -0.7% |
| 7D | +5.6% | -15.3% | +20.9% | +5.6% |
| 30D | -16.9% | -29.7% | +12.8% | -17.0% |
| 3M | -38.2% | -54.5% | +16.3% | -38.2% |
| 6M | -63.4% | -26.7% | -36.7% | -63.7% |
| YTD | -27.6% | -91.0% | +63.3% | -29.3% |
| 1Y | +6.6% | -98.0% | +104.6% | -8.0% |
| All | +6.6% | -98.0% | +104.6% | -8.0% |
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