+142.0%
WEC vs FCUV
-98.6%
+240.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | 0.0% |
| 7D | -0.6% | -66.5% | +65.9% | -0.5% |
| 30D | -2.6% | +5.0% | -7.6% | -2.7% |
| 3M | -6.0% | +63.8% | -69.8% | -6.4% |
| 6M | -5.4% | -67.8% | +62.4% | -5.6% |
| YTD | +2.5% | -82.4% | +84.9% | +2.3% |
| 1Y | -0.7% | -94.7% | +94.0% | -0.8% |
| 3Y | +38.7% | -99.3% | +138.0% | +38.6% |
| 5Y | +31.7% | -99.9% | +131.5% | +31.7% |
| All | +142.0% | -98.6% | +240.6% | +142.1% |
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 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