+443.8%
PSX vs FCUV
-95.6%
+539.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -65.2% | +66.8% | +1.6% |
| 7D | +2.8% | -47.9% | +50.8% | +2.8% |
| 30D | +27.8% | +13.7% | +14.1% | +27.8% |
| 3M | +42.0% | +97.0% | -55.0% | +42.1% |
| 6M | +58.1% | -66.1% | +124.2% | +58.1% |
| YTD | +105.0% | -81.8% | +186.8% | +105.0% |
| 1Y | +104.9% | -93.3% | +198.2% | +104.7% |
| 3Y | +134.1% | -99.2% | +233.3% | +133.7% |
| 5Y | +363.8% | -99.9% | +463.7% | +362.5% |
| 10Y | +370.1% | -98.5% | +468.6% | +381.1% |
| All | +443.8% | -95.6% | +539.4% | +467.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling