+660.6%
QQQ vs FCUV
-95.9%
+756.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.0% | +6.7% | -0.3% |
| 7D | +1.0% | -63.8% | +64.8% | +1.1% |
| 30D | -0.6% | -14.7% | +14.0% | -0.7% |
| 3M | +1.3% | +65.3% | -64.0% | +0.4% |
| 6M | +18.1% | -68.5% | +86.6% | +17.3% |
| YTD | +16.9% | -83.0% | +99.9% | +16.2% |
| 1Y | +24.0% | -94.4% | +118.4% | +23.5% |
| 3Y | +95.6% | -99.3% | +194.9% | +94.8% |
| 5Y | +94.5% | -99.9% | +194.4% | +93.9% |
| 10Y | +571.7% | -98.6% | +670.3% | +575.6% |
| All | +660.6% | -95.9% | +756.4% | +670.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling