+957.1%
WDC vs FCUV
-99.9%
+1,057.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -4.9% | -4.4% |
| 7D | +4.4% | -72.0% | +76.4% | +5.4% |
| 30D | +5.3% | -8.0% | +13.3% | +4.5% |
| 3M | -5.9% | +66.3% | -72.2% | -11.0% |
| 6M | +73.2% | -75.3% | +148.5% | +73.7% |
| YTD | +167.8% | -83.0% | +250.8% | +170.8% |
| 1Y | +386.0% | -94.7% | +480.6% | +410.0% |
| 3Y | +1,309.7% | -99.3% | +1,409.0% | +1,445.5% |
| 5Y | +957.1% | -99.9% | +1,057.0% | +1,187.5% |
| All | +957.1% | -99.9% | +1,057.0% | +1,187.5% |
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 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