+285.9%
SLV vs FCUV
-87.2%
+373.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -13.7% | +12.5% | -1.2% |
| 7D | -0.3% | +62.8% | -63.2% | -0.3% |
| 30D | +6.7% | +66.5% | -59.8% | +6.7% |
| 3M | -10.7% | +459.9% | -470.6% | -10.8% |
| 6M | -20.6% | -12.4% | -8.2% | -20.5% |
| YTD | -7.1% | -47.5% | +40.4% | -7.0% |
| 1Y | +62.0% | -80.5% | +142.5% | +62.5% |
| 3Y | +169.8% | -97.6% | +267.5% | +170.5% |
| 5Y | +161.5% | -99.5% | +261.0% | +162.5% |
| 10Y | +224.4% | -95.8% | +320.2% | +223.1% |
| All | +285.9% | -87.2% | +373.2% | +285.1% |
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