+210.4%
URI vs FCUV
-99.8%
+310.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -65.2% | +65.8% | +0.9% |
| 7D | +2.5% | -47.9% | +50.5% | +2.6% |
| 30D | -12.5% | +13.7% | -26.2% | -13.0% |
| 3M | -6.2% | +97.0% | -103.2% | -9.3% |
| 6M | +25.9% | -66.1% | +92.0% | +25.0% |
| YTD | +26.2% | -81.8% | +108.0% | +27.2% |
| 1Y | +5.5% | -93.3% | +98.8% | +8.4% |
| 3Y | +125.0% | -99.2% | +224.2% | +145.6% |
| 5Y | +210.4% | -99.9% | +310.3% | +277.0% |
| All | +210.4% | -99.8% | +310.3% | +277.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling