+31.4%
UNH vs FCUV
-81.1%
+112.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -13.7% | +12.7% | -1.0% |
| 7D | +1.1% | +62.8% | -61.8% | +1.3% |
| 30D | -3.8% | +66.5% | -70.3% | -3.5% |
| 3M | +0.7% | +459.9% | -459.2% | +2.7% |
| 6M | +37.9% | -12.4% | +50.2% | +39.9% |
| YTD | +21.9% | -47.5% | +69.5% | +25.1% |
| 1Y | +31.4% | -80.5% | +111.9% | +35.7% |
| All | +31.4% | -81.1% | +112.5% | +35.7% |
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 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