+99.6%
PSX vs FCUV
-81.1%
+180.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -13.7% | +13.8% | +0.2% |
| 7D | +4.5% | +62.8% | -58.3% | +4.4% |
| 30D | +26.6% | +66.5% | -39.9% | +26.3% |
| 3M | +39.3% | +459.9% | -420.7% | +37.7% |
| 6M | +56.8% | -12.4% | +69.2% | +58.8% |
| YTD | +101.8% | -47.5% | +149.4% | +106.3% |
| 1Y | +99.6% | -80.5% | +180.1% | +114.7% |
| All | +99.6% | -81.1% | +180.7% | +114.7% |
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 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