+72.4%
UBER vs FCUV
-99.6%
+172.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.3% | -4.5% | -1.3% |
| 7D | -5.4% | -66.5% | +61.1% | -4.8% |
| 30D | -4.9% | +5.0% | -9.9% | -5.3% |
| 3M | +3.0% | +63.8% | -60.7% | -1.0% |
| 6M | -4.4% | -67.8% | +63.4% | -6.1% |
| YTD | -12.3% | -82.4% | +70.1% | -13.1% |
| 1Y | -24.3% | -94.7% | +70.4% | -23.6% |
| 3Y | +46.4% | -99.3% | +145.7% | +47.6% |
| 5Y | +79.7% | -99.9% | +179.5% | +85.4% |
| All | +72.4% | -99.6% | +172.0% | +78.4% |
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