+937.0%
URI vs FCUV
-97.9%
+1,034.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.6% | +8.5% | +6.9% |
| 7D | -4.0% | -15.4% | +11.4% | -4.0% |
| 30D | +6.8% | -32.9% | +39.7% | +6.8% |
| 3M | -2.8% | -46.2% | +43.3% | -2.8% |
| 6M | +20.9% | -30.0% | +50.9% | +20.2% |
| YTD | +40.2% | -91.4% | +131.6% | +39.8% |
| 1Y | +34.1% | -98.1% | +132.2% | +33.9% |
| 3Y | +164.1% | -99.6% | +263.7% | +163.6% |
| 5Y | +199.3% | -99.9% | +299.2% | +199.0% |
| 10Y | +1,218.8% | -99.3% | +1,318.1% | +1,208.9% |
| All | +937.0% | -97.9% | +1,034.9% | +923.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling