-52.3%
TEAM vs FCUV
-99.8%
+47.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.2% | 0.0% |
| 7D | -5.2% | -66.5% | +61.3% | -4.0% |
| 30D | +15.8% | +5.0% | +10.8% | +14.9% |
| 3M | +101.5% | +63.8% | +37.7% | +84.7% |
| 6M | +138.2% | -67.8% | +206.0% | +131.9% |
| YTD | +10.8% | -82.4% | +93.2% | +10.6% |
| 1Y | +1.7% | -94.7% | +96.4% | +6.7% |
| 3Y | -16.0% | -99.3% | +83.2% | -5.5% |
| All | -52.3% | -99.8% | +47.6% | -41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling