+271.5%
TRGP vs FCUV
-99.2%
+370.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | -0.6% | -72.0% | +71.4% | -0.3% |
| 30D | +10.0% | -8.0% | +18.0% | +9.8% |
| 3M | +7.6% | +66.3% | -58.7% | +6.2% |
| 6M | +26.8% | -75.3% | +102.1% | +25.5% |
| YTD | +60.6% | -83.0% | +143.5% | +59.1% |
| 1Y | +82.5% | -94.7% | +177.1% | +81.5% |
| All | +271.5% | -99.2% | +370.8% | +266.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling