-22.3%
RMD vs FCUV
-99.9%
+77.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.6% | -0.2% |
| 7D | -4.2% | -72.0% | +67.8% | -3.8% |
| 30D | -2.1% | -8.0% | +5.9% | -2.2% |
| 3M | +13.8% | +66.3% | -52.5% | +11.8% |
| 6M | -10.6% | -75.3% | +64.7% | -11.2% |
| YTD | -8.1% | -83.0% | +74.9% | -8.5% |
| 1Y | -18.0% | -94.7% | +76.7% | -17.7% |
| 3Y | +52.9% | -99.3% | +152.1% | +55.4% |
| 5Y | -22.3% | -99.9% | +77.6% | -20.7% |
| All | -22.3% | -99.9% | +77.6% | -20.7% |
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 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