-54.6%
PODD vs FCUV
-99.9%
+45.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.4% |
| 7D | -10.6% | -72.0% | +61.4% | -9.9% |
| 30D | -6.9% | -8.0% | +1.1% | -7.2% |
| 3M | -10.6% | +66.3% | -76.9% | -13.8% |
| 6M | -43.5% | -75.3% | +31.8% | -43.5% |
| YTD | -52.6% | -83.0% | +30.3% | -52.4% |
| 1Y | -60.1% | -94.7% | +34.5% | -59.1% |
| 3Y | -21.7% | -99.3% | +77.6% | -18.0% |
| 5Y | -54.6% | -99.9% | +45.3% | -50.3% |
| All | -54.6% | -99.9% | +45.3% | -50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling