-68.9%
U vs FCUV
-99.9%
+31.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.1% |
| 7D | 0.0% | -72.0% | +71.9% | +0.4% |
| 30D | -4.1% | -8.0% | +3.9% | -4.4% |
| 3M | +57.8% | +66.3% | -8.5% | +52.8% |
| 6M | +103.5% | -75.3% | +178.8% | +111.2% |
| YTD | -4.8% | -83.0% | +78.2% | +0.2% |
| 1Y | -2.4% | -94.7% | +92.3% | +7.1% |
| 3Y | +11.7% | -99.3% | +110.9% | +37.3% |
| 5Y | -68.9% | -99.9% | +31.0% | -50.7% |
| All | -68.9% | -99.9% | +31.0% | -50.7% |
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