+13.5%
PSA vs FCUV
-99.9%
+113.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -3.6% | -72.0% | +68.3% | -3.2% |
| 30D | -9.4% | -8.0% | -1.4% | -9.6% |
| 3M | -8.2% | +66.3% | -74.5% | -10.7% |
| 6M | -1.8% | -75.3% | +73.5% | -3.0% |
| YTD | +15.7% | -83.0% | +98.7% | +14.7% |
| 1Y | +6.3% | -94.7% | +100.9% | +6.6% |
| 3Y | +21.6% | -99.3% | +120.8% | +23.9% |
| 5Y | +13.5% | -99.9% | +113.3% | +18.7% |
| All | +13.5% | -99.9% | +113.3% | +18.7% |
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