+31.7%
WEC vs FCUV
-99.9%
+131.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.2% | -0.8% |
| 7D | -1.3% | -72.0% | +70.7% | -1.3% |
| 30D | -0.4% | -8.0% | +7.6% | -0.4% |
| 3M | -6.8% | +66.3% | -73.1% | -6.7% |
| 6M | -6.4% | -75.3% | +68.9% | -6.0% |
| YTD | +2.5% | -83.0% | +85.4% | +3.0% |
| 1Y | -0.4% | -94.7% | +94.3% | +0.4% |
| 3Y | +38.5% | -99.3% | +137.8% | +39.6% |
| 5Y | +31.7% | -99.9% | +131.5% | +34.2% |
| All | +31.7% | -99.9% | +131.5% | +34.2% |
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