+494.4%
TEAM vs FCUV
-98.6%
+593.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.2% | +0.1% |
| 7D | -5.2% | -66.5% | +61.3% | -4.8% |
| 30D | +15.8% | +5.0% | +10.8% | +15.4% |
| 3M | +101.5% | +63.8% | +37.7% | +94.5% |
| 6M | +138.2% | -67.8% | +206.0% | +132.0% |
| YTD | +10.8% | -82.4% | +93.2% | +8.3% |
| 1Y | +1.7% | -94.7% | +96.4% | 0.0% |
| 3Y | -16.0% | -99.3% | +83.2% | -17.4% |
| 5Y | -52.7% | -99.9% | +47.1% | -53.4% |
| All | +494.4% | -98.6% | +593.0% | +493.5% |
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 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