+217.9%
PODD vs FCUV
-95.6%
+313.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -65.2% | +61.7% | -3.3% |
| 7D | -4.1% | -47.9% | +43.8% | -4.1% |
| 30D | +0.8% | +13.7% | -12.9% | +0.6% |
| 3M | -6.1% | +97.0% | -103.1% | -7.3% |
| 6M | -40.0% | -66.1% | +26.1% | -40.5% |
| YTD | -49.9% | -81.8% | +31.8% | -50.4% |
| 1Y | -59.3% | -93.3% | +34.0% | -59.6% |
| 3Y | -17.2% | -99.2% | +82.0% | -17.8% |
| 5Y | -53.0% | -99.9% | +46.9% | -53.3% |
| 10Y | +226.1% | -98.5% | +324.6% | +228.8% |
| All | +217.9% | -95.6% | +313.5% | +217.0% |
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 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