+288.5%
WMB vs FCUV
-99.9%
+388.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -65.2% | +67.5% | +2.5% |
| 7D | +0.8% | -47.9% | +48.7% | +0.8% |
| 30D | +7.7% | +13.7% | -5.9% | +7.3% |
| 3M | +6.7% | +97.0% | -90.3% | +4.4% |
| 6M | +3.6% | -66.1% | +69.7% | +2.8% |
| YTD | +28.0% | -81.8% | +109.8% | +27.7% |
| 1Y | +37.6% | -93.3% | +130.9% | +38.6% |
| 3Y | +149.0% | -99.2% | +248.2% | +154.7% |
| All | +288.5% | -99.9% | +388.4% | +314.8% |
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