-26.9%
Q vs FCUV
+134.1%
-161.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +136.0% | -139.5% | -3.0% |
| 7D | +1.2% | +148.8% | -147.6% | +1.7% |
| 30D | -2.7% | +95.0% | -97.7% | -2.2% |
| 3M | -16.9% | +27.8% | -44.7% | -16.6% |
| 6M | -26.9% | +121.0% | -147.8% | -24.5% |
| All | -26.9% | +134.1% | -161.0% | -24.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling