+144.6%
WMB vs FCUV
-97.7%
+242.4%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.1% | -1.9% | +2.2% |
| 7D | +1.6% | -4.7% | +6.2% | +1.6% |
| 30D | -7.1% | -23.2% | +16.1% | -7.0% |
| 3M | -4.0% | -49.2% | +45.2% | -4.0% |
| 6M | -5.7% | -9.2% | +3.5% | -6.9% |
| YTD | +17.2% | -90.6% | +107.8% | +16.3% |
| 1Y | +17.2% | -97.9% | +115.1% | +16.8% |
| 3Y | +121.1% | -99.5% | +220.6% | +119.7% |
| 5Y | +197.2% | -99.9% | +297.1% | +195.8% |
| 10Y | +280.9% | -99.2% | +380.2% | +269.0% |
| All | +144.6% | -97.7% | +242.4% | +138.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling