+62.0%
SPG vs FCUV
-98.6%
+160.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | -2.2% | -72.0% | +69.8% | -2.1% |
| 30D | -5.8% | -8.0% | +2.2% | -5.8% |
| 3M | -2.8% | +66.3% | -69.1% | -3.3% |
| 6M | +8.9% | -75.3% | +84.2% | +8.6% |
| YTD | +14.3% | -83.0% | +97.2% | +14.0% |
| 1Y | +19.5% | -94.7% | +114.1% | +19.3% |
| 3Y | +106.9% | -99.3% | +206.1% | +106.5% |
| 5Y | +108.7% | -99.9% | +208.6% | +108.6% |
| All | +62.0% | -98.6% | +160.6% | +62.8% |
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