+434.6%
SIMO vs FCUV
-99.2%
+533.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +4.1% | +4.6% | +8.7% |
| 7D | +0.9% | -4.7% | +5.6% | +0.9% |
| 30D | -25.4% | -23.2% | -2.2% | -25.4% |
| 3M | -17.8% | -49.2% | +31.4% | -17.8% |
| 6M | -29.6% | -9.2% | -20.3% | -29.8% |
| YTD | +100.3% | -90.6% | +190.9% | +100.5% |
| 1Y | +100.4% | -97.9% | +198.3% | +101.4% |
| 3Y | +246.1% | -99.5% | +345.6% | +247.1% |
| 5Y | +189.8% | -99.9% | +289.7% | +191.0% |
| 10Y | +434.6% | -99.2% | +533.8% | +409.0% |
| All | +434.6% | -99.2% | +533.8% | +409.0% |
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