+29.0%
UPS vs FCUV
-81.1%
+110.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -13.7% | +12.5% | -1.2% |
| 7D | -2.9% | +62.8% | -65.7% | -2.8% |
| 30D | -3.5% | +66.5% | -70.0% | -3.4% |
| 3M | -5.7% | +459.9% | -465.7% | -4.3% |
| 6M | -4.4% | -12.4% | +8.0% | -3.1% |
| YTD | +8.0% | -47.5% | +55.6% | +9.7% |
| 1Y | +29.0% | -80.5% | +109.5% | +28.5% |
| All | +29.0% | -81.1% | +110.1% | +28.5% |
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