+10.6%
ROP vs FCUV
-98.1%
+108.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -7.5% | +11.5% | +4.0% |
| 7D | +11.7% | -8.6% | +20.3% | +11.7% |
| 30D | +35.5% | -25.9% | +61.4% | +35.6% |
| 3M | +25.6% | -69.8% | +95.4% | +25.9% |
| 6M | +39.3% | -31.6% | +70.9% | +38.8% |
| YTD | +11.6% | -90.1% | +101.8% | +13.3% |
| 1Y | +10.6% | -98.0% | +108.6% | +15.9% |
| All | +10.6% | -98.1% | +108.7% | +15.9% |
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 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