+2,876.9%
TQQQ vs FCUV
-98.6%
+2,975.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.3% | -0.7% | +2.5% |
| 7D | -1.9% | -66.5% | +64.5% | -1.5% |
| 30D | -4.9% | +5.0% | -9.8% | -5.2% |
| 3M | -6.4% | +63.8% | -70.2% | -9.5% |
| 6M | +44.4% | -67.8% | +112.2% | +41.0% |
| YTD | +35.2% | -82.4% | +117.6% | +32.5% |
| 1Y | +49.5% | -94.7% | +144.2% | +47.7% |
| 3Y | +250.7% | -99.3% | +350.0% | +246.3% |
| 5Y | +104.7% | -99.9% | +204.6% | +103.0% |
| All | +2,876.9% | -98.6% | +2,975.5% | +2,878.8% |
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 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