+17.2%
PRU vs FCUV
-94.3%
+111.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.0% | +5.5% | -1.5% |
| 7D | -1.9% | -63.8% | +61.9% | -1.8% |
| 30D | -2.6% | -14.7% | +12.1% | -2.5% |
| 3M | +14.7% | +65.3% | -50.6% | +15.1% |
| 6M | +25.7% | -68.5% | +94.2% | +29.0% |
| YTD | +8.3% | -83.0% | +91.3% | +13.5% |
| All | +17.2% | -94.3% | +111.5% | +26.2% |
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