+272.7%
PNC vs FCUV
-98.6%
+371.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.3% | -2.7% | +0.5% |
| 7D | -0.6% | -66.5% | +65.9% | -0.4% |
| 30D | -4.4% | +5.0% | -9.4% | -4.5% |
| 3M | +5.2% | +63.8% | -58.6% | +4.1% |
| 6M | +20.6% | -67.8% | +88.5% | +19.7% |
| YTD | +19.8% | -82.4% | +102.2% | +18.9% |
| 1Y | +24.4% | -94.7% | +119.2% | +23.8% |
| 3Y | +131.2% | -99.3% | +230.5% | +129.9% |
| 5Y | +53.1% | -99.9% | +153.0% | +52.3% |
| All | +272.7% | -98.6% | +371.3% | +264.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling