+184.7%
SLV vs FCUV
-94.7%
+279.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +136.0% | -138.2% | -2.2% |
| 7D | -5.8% | +148.8% | -154.6% | -5.9% |
| 30D | -12.1% | +95.0% | -107.2% | -12.1% |
| 3M | -24.1% | +27.8% | -51.9% | -24.1% |
| 6M | -44.4% | +121.0% | -165.4% | -44.4% |
| YTD | -31.5% | -78.1% | +46.7% | -31.3% |
| 1Y | -6.9% | -94.3% | +87.3% | -6.6% |
| 3Y | +116.0% | -98.9% | +214.9% | +116.6% |
| 5Y | +88.4% | -99.7% | +188.1% | +89.2% |
| 10Y | +167.9% | -98.2% | +266.2% | +167.0% |
| All | +184.7% | -94.7% | +279.4% | +184.2% |
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