+802.8%
TEAM vs FCUV
-97.9%
+900.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -13.7% | +11.0% | -2.5% |
| 7D | -0.4% | +62.8% | -63.3% | -0.8% |
| 30D | +67.3% | +66.5% | +0.8% | +66.4% |
| 3M | +86.8% | +459.9% | -373.2% | +79.1% |
| 6M | +146.8% | -12.4% | +159.2% | +139.1% |
| YTD | +16.9% | -47.5% | +64.5% | +13.6% |
| 1Y | +12.8% | -80.5% | +93.3% | +10.2% |
| 3Y | -7.3% | -97.6% | +90.4% | -9.3% |
| 5Y | -50.7% | -99.5% | +48.8% | -51.6% |
| 10Y | +529.8% | -95.8% | +625.6% | +526.8% |
| All | +802.8% | -97.9% | +900.7% | +890.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling