+87.9%
TRGP vs FCUV
-98.1%
+186.0%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -7.5% | +3.0% | -4.5% |
| 7D | -6.5% | -8.6% | +2.1% | -6.4% |
| 30D | -0.4% | -25.9% | +25.5% | -0.3% |
| 3M | +8.8% | -69.8% | +78.6% | +8.9% |
| 6M | +11.0% | -31.6% | +42.6% | +10.0% |
| YTD | +57.4% | -90.1% | +147.5% | +58.6% |
| 1Y | +87.9% | -98.0% | +185.8% | +102.5% |
| All | +87.9% | -98.1% | +186.0% | +102.5% |
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 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