+298.5%
PNC vs FCUV
-95.9%
+394.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.0% | +6.1% | -0.9% |
| 7D | -0.7% | -63.8% | +63.0% | -0.6% |
| 30D | -4.4% | -14.7% | +10.3% | -4.5% |
| 3M | +4.5% | +65.3% | -60.8% | +3.6% |
| 6M | +19.1% | -68.5% | +87.5% | +18.3% |
| YTD | +18.0% | -83.0% | +101.1% | +17.4% |
| 1Y | +24.1% | -94.4% | +118.5% | +23.5% |
| 3Y | +130.0% | -99.3% | +229.3% | +128.9% |
| 5Y | +50.4% | -99.9% | +150.3% | +49.7% |
| 10Y | +271.3% | -98.6% | +369.9% | +272.3% |
| All | +298.5% | -95.9% | +394.4% | +304.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling