+20.1%
W vs FCUV
-81.1%
+101.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -13.7% | +16.2% | +2.4% |
| 7D | -4.2% | +62.8% | -67.0% | -3.7% |
| 30D | -7.6% | +66.5% | -74.1% | -6.9% |
| 3M | +37.2% | +459.9% | -422.8% | +44.4% |
| 6M | +26.3% | -12.4% | +38.7% | +37.5% |
| YTD | -1.0% | -47.5% | +46.6% | +9.4% |
| 1Y | +20.1% | -80.5% | +100.6% | +35.0% |
| All | +20.1% | -81.1% | +101.2% | +35.0% |
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 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