+1,646.5%
QLD vs FCUV
-98.5%
+1,745.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -65.2% | +65.1% | +0.1% |
| 7D | +3.0% | -47.9% | +50.9% | +3.0% |
| 30D | -1.8% | +13.7% | -15.5% | -2.1% |
| 3M | -1.8% | +97.0% | -98.8% | -4.0% |
| 6M | +36.9% | -66.1% | +103.0% | +34.7% |
| YTD | +28.7% | -81.8% | +110.4% | +27.0% |
| 1Y | +41.9% | -93.3% | +135.2% | +40.6% |
| 3Y | +184.2% | -99.2% | +283.4% | +181.8% |
| 5Y | +122.1% | -99.9% | +222.0% | +120.8% |
| 10Y | +1,646.5% | -98.5% | +1,745.0% | +1,644.5% |
| All | +1,646.5% | -98.5% | +1,745.0% | +1,644.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling