+58.5%
STLD vs FCUV
-98.0%
+156.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.1% | -2.9% | +1.2% |
| 7D | -0.5% | -4.7% | +4.2% | -0.5% |
| 30D | -0.1% | -23.2% | +23.1% | -0.1% |
| 3M | -9.2% | -49.2% | +40.0% | -9.1% |
| 6M | +1.8% | -9.2% | +11.0% | +3.1% |
| YTD | +42.1% | -90.6% | +132.7% | +46.5% |
| 1Y | +58.5% | -97.9% | +156.4% | +66.5% |
| All | +58.5% | -98.0% | +156.5% | +66.5% |
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