+64.7%
WEC vs FCUV
-98.9%
+163.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +136.0% | -135.1% | +1.0% |
| 7D | +2.3% | +148.8% | -146.4% | +2.4% |
| 30D | +11.1% | +95.0% | -84.0% | +11.2% |
| 3M | +8.4% | +27.8% | -19.4% | +8.6% |
| 6M | +7.5% | +121.0% | -113.5% | +8.0% |
| YTD | +15.3% | -78.1% | +93.5% | +15.9% |
| 1Y | +9.7% | -94.3% | +104.0% | +10.5% |
| 3Y | +64.7% | -98.9% | +163.6% | +70.9% |
| All | +64.7% | -98.9% | +163.6% | +70.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling