+1,418.0%
QLD vs FCUV
-99.3%
+1,517.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.6% | +8.4% | +6.8% |
| 7D | -1.4% | -15.4% | +14.0% | -1.4% |
| 30D | -19.6% | -32.9% | +13.3% | -19.4% |
| 3M | -14.1% | -46.2% | +32.0% | -14.1% |
| 6M | -13.6% | -30.0% | +16.4% | -15.2% |
| YTD | +12.5% | -91.4% | +103.9% | +11.4% |
| 1Y | +13.1% | -98.1% | +111.2% | +12.9% |
| 3Y | +154.7% | -99.6% | +254.3% | +153.3% |
| 5Y | +81.1% | -99.9% | +181.0% | +80.6% |
| 10Y | +1,418.0% | -99.3% | +1,517.3% | +1,422.7% |
| All | +1,418.0% | -99.3% | +1,517.3% | +1,422.7% |
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