+1,864.8%
PWR vs FCUV
-95.6%
+1,960.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -65.2% | +67.6% | +2.4% |
| 7D | +4.5% | -47.9% | +52.5% | +4.5% |
| 30D | -4.9% | +13.7% | -18.5% | -5.0% |
| 3M | -7.9% | +97.0% | -104.9% | -8.3% |
| 6M | +18.3% | -66.1% | +84.5% | +17.9% |
| YTD | +51.5% | -81.8% | +133.3% | +51.0% |
| 1Y | +70.3% | -93.3% | +163.6% | +69.9% |
| 3Y | +210.6% | -99.2% | +309.8% | +209.7% |
| 5Y | +456.7% | -99.9% | +556.5% | +454.4% |
| 10Y | +2,396.1% | -98.5% | +2,494.6% | +2,422.7% |
| All | +1,864.8% | -95.6% | +1,960.4% | +1,894.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling