+49.5%
TQQQ vs FCUV
-94.5%
+144.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.3% | -0.7% | +2.6% |
| 7D | -1.9% | -66.5% | +64.5% | -1.8% |
| 30D | -4.9% | +5.0% | -9.8% | -4.9% |
| 3M | -6.4% | +63.8% | -70.2% | -6.0% |
| 6M | +44.4% | -67.8% | +112.2% | +49.3% |
| YTD | +35.2% | -82.4% | +117.6% | +43.3% |
| 1Y | +49.5% | -94.7% | +144.2% | +65.7% |
| All | +49.5% | -94.5% | +144.0% | +65.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling