+356.2%
SPY vs FCUV
-95.6%
+451.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -65.2% | +64.7% | -0.4% |
| 7D | +0.5% | -47.9% | +48.5% | +0.6% |
| 30D | -0.9% | +13.7% | -14.6% | -1.0% |
| 3M | +3.9% | +97.0% | -93.1% | +3.1% |
| 6M | +14.5% | -66.1% | +80.6% | +13.9% |
| YTD | +12.9% | -81.8% | +94.7% | +12.4% |
| 1Y | +19.4% | -93.3% | +112.6% | +18.9% |
| 3Y | +78.5% | -99.2% | +177.7% | +77.8% |
| 5Y | +81.8% | -99.9% | +181.6% | +81.2% |
| 10Y | +311.5% | -98.5% | +410.0% | +312.9% |
| All | +356.2% | -95.6% | +451.8% | +362.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling