+3.7%
U vs FCUV
-81.1%
+84.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -13.7% | +12.7% | -1.1% |
| 7D | -3.8% | +62.8% | -66.6% | -3.5% |
| 30D | +17.5% | +66.5% | -49.1% | +18.1% |
| 3M | +38.7% | +459.9% | -421.2% | +43.3% |
| 6M | +104.4% | -12.4% | +116.8% | +125.9% |
| YTD | -5.7% | -47.5% | +41.8% | +7.0% |
| 1Y | +3.7% | -80.5% | +84.2% | +25.6% |
| All | +3.7% | -81.1% | +84.8% | +25.6% |
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