+77.0%
PR vs FCUV
-98.0%
+175.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.6% | +3.7% | +2.0% |
| 7D | +6.7% | +2.4% | +4.3% | +6.7% |
| 30D | -6.1% | -25.9% | +19.8% | -6.0% |
| 3M | +6.9% | -44.8% | +51.6% | +6.9% |
| 6M | +14.6% | -3.5% | +18.1% | +13.2% |
| YTD | +66.1% | -90.7% | +156.9% | +68.3% |
| 1Y | +77.0% | -97.9% | +174.9% | +87.2% |
| All | +77.0% | -98.0% | +175.0% | +87.2% |
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