+367.0%
PSX vs FCUV
-99.9%
+466.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.3% | -0.9% |
| 7D | +1.5% | -72.0% | +73.5% | +1.9% |
| 30D | +15.8% | -8.0% | +23.8% | +15.5% |
| 3M | +43.0% | +66.3% | -23.3% | +39.9% |
| 6M | +61.1% | -75.3% | +136.4% | +60.8% |
| YTD | +104.5% | -83.0% | +187.5% | +104.7% |
| 1Y | +102.5% | -94.7% | +197.2% | +105.3% |
| 3Y | +133.5% | -99.3% | +232.8% | +137.1% |
| 5Y | +367.0% | -99.9% | +466.8% | +410.1% |
| All | +367.0% | -99.9% | +466.8% | +410.1% |
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