-81.0%
QID vs FCUV
-99.8%
+18.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.3% | -5.0% | -1.7% |
| 7D | +1.3% | -66.5% | +67.7% | +0.4% |
| 30D | +2.9% | +5.0% | -2.0% | +3.8% |
| 3M | -0.7% | +63.8% | -64.5% | +4.6% |
| 6M | -29.7% | -67.8% | +38.2% | -30.3% |
| YTD | -27.9% | -82.4% | +54.5% | -30.1% |
| 1Y | -34.6% | -94.7% | +60.2% | -39.8% |
| 3Y | -73.5% | -99.3% | +25.7% | -77.8% |
| All | -81.0% | -99.8% | +18.8% | -85.3% |
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