+40.3%
QLD vs FCUV
-94.0%
+134.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.0% | +6.4% | -0.6% |
| 7D | +1.9% | -63.8% | +65.6% | +1.9% |
| 30D | -1.8% | -14.7% | +12.9% | -1.8% |
| 3M | -0.1% | +65.3% | -65.4% | +0.3% |
| 6M | +32.6% | -68.5% | +101.0% | +35.2% |
| YTD | +27.9% | -83.0% | +110.9% | +33.3% |
| 1Y | +40.3% | -94.4% | +134.7% | +49.4% |
| All | +40.3% | -94.0% | +134.3% | +49.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling