+850.1%
TRGP vs FCUV
-98.6%
+948.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.3% | -3.8% | -0.6% |
| 7D | +0.1% | -66.5% | +66.5% | 0.0% |
| 30D | +8.0% | +5.0% | +3.1% | +8.1% |
| 3M | +8.3% | +63.8% | -55.5% | +8.5% |
| 6M | +23.9% | -67.8% | +91.7% | +24.0% |
| YTD | +59.6% | -82.4% | +142.0% | +59.6% |
| 1Y | +79.4% | -94.7% | +174.2% | +79.2% |
| 3Y | +269.4% | -99.3% | +368.7% | +269.1% |
| 5Y | +641.6% | -99.9% | +741.5% | +639.6% |
| All | +850.1% | -98.6% | +948.7% | +898.1% |
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