+1,271.8%
URI vs FCUV
-98.6%
+1,370.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -7.0% | +8.4% | +1.3% |
| 7D | +5.0% | -63.8% | +68.7% | +5.1% |
| 30D | -9.4% | -14.7% | +5.3% | -9.5% |
| 3M | -5.8% | +65.3% | -71.1% | -6.5% |
| 6M | +25.8% | -68.5% | +94.3% | +25.1% |
| YTD | +27.9% | -83.0% | +110.9% | +27.3% |
| 1Y | +9.7% | -94.4% | +104.1% | +9.4% |
| 3Y | +128.0% | -99.3% | +227.3% | +127.3% |
| 5Y | +212.4% | -99.9% | +312.3% | +211.7% |
| 10Y | +1,271.8% | -98.6% | +1,370.5% | +1,206.6% |
| All | +1,271.8% | -98.6% | +1,370.5% | +1,206.6% |
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