+27.5%
SYY vs FCUV
-99.2%
+126.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.5% | +0.9% |
| 7D | +1.5% | -72.0% | +73.5% | +1.7% |
| 30D | -2.3% | -8.0% | +5.7% | -2.4% |
| 3M | +5.5% | +66.3% | -60.8% | +4.2% |
| 6M | -1.0% | -75.3% | +74.3% | -1.4% |
| YTD | +14.1% | -83.0% | +97.1% | +13.7% |
| 1Y | +5.6% | -94.7% | +100.2% | +5.5% |
| All | +27.5% | -99.2% | +126.7% | +26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling