+105.2%
TQQQ vs FCUV
-99.8%
+205.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.3% | -0.7% | +2.5% |
| 7D | -1.9% | -66.5% | +64.5% | -0.6% |
| 30D | -4.9% | +5.0% | -9.8% | -6.0% |
| 3M | -6.4% | +63.8% | -70.2% | -15.4% |
| 6M | +44.4% | -67.8% | +112.2% | +41.3% |
| YTD | +35.2% | -82.4% | +117.6% | +37.4% |
| 1Y | +49.5% | -94.7% | +144.2% | +64.3% |
| 3Y | +250.7% | -99.3% | +350.0% | +330.9% |
| All | +105.2% | -99.8% | +205.0% | +212.5% |
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