+113.9%
SOXX vs FCUV
-81.1%
+195.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -13.7% | +17.2% | +3.5% |
| 7D | +2.2% | +62.8% | -60.6% | +2.3% |
| 30D | -2.0% | +66.5% | -68.5% | -1.8% |
| 3M | -13.7% | +459.9% | -473.7% | -12.1% |
| 6M | +52.4% | -12.4% | +64.7% | +59.6% |
| YTD | +72.8% | -47.5% | +120.3% | +84.0% |
| 1Y | +113.9% | -80.5% | +194.4% | +140.1% |
| All | +113.9% | -81.1% | +195.0% | +140.1% |
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 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