+10.1%
UNH vs FCUV
-94.5%
+104.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.3% | -5.6% | -2.4% |
| 7D | -4.5% | -66.5% | +61.9% | -4.8% |
| 30D | -6.5% | +5.0% | -11.5% | -6.3% |
| 3M | -6.0% | +63.8% | -69.8% | -4.4% |
| 6M | +33.7% | -67.8% | +101.5% | +34.3% |
| YTD | +16.4% | -82.4% | +98.8% | +17.5% |
| 1Y | +10.1% | -94.7% | +104.8% | +14.7% |
| All | +10.1% | -94.5% | +104.5% | +14.7% |
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