+614.2%
TEAM vs FCUV
-99.1%
+713.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +136.0% | -137.5% | -2.4% |
| 7D | -2.4% | +148.8% | -151.2% | -3.3% |
| 30D | -26.7% | +95.0% | -121.8% | -27.3% |
| 3M | -9.6% | +27.8% | -37.4% | -10.4% |
| 6M | +86.0% | +121.0% | -34.9% | +78.4% |
| YTD | -7.5% | -78.1% | +70.7% | -10.1% |
| 1Y | -1.4% | -94.3% | +92.9% | -3.3% |
| 3Y | -14.3% | -98.9% | +84.6% | -16.2% |
| 5Y | -66.3% | -99.7% | +33.4% | -66.9% |
| 10Y | +445.6% | -98.2% | +543.8% | +442.9% |
| All | +614.2% | -99.1% | +713.4% | +683.4% |
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 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