+187.0%
SLV vs FCUV
-99.2%
+286.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -7.0% | +9.3% | +2.3% |
| 7D | +2.8% | -63.8% | +66.5% | +2.7% |
| 30D | +2.2% | -14.7% | +16.9% | +2.3% |
| 3M | +2.9% | +65.3% | -62.4% | +4.4% |
| 6M | -22.4% | -68.5% | +46.1% | -20.3% |
| YTD | -5.7% | -83.0% | +77.3% | -2.9% |
| 1Y | +63.3% | -94.4% | +157.7% | +69.0% |
| All | +187.0% | -99.2% | +286.2% | +190.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling