+16.0%
AA vs FCUV
-98.1%
+114.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -7.5% | +10.3% | +2.8% |
| 7D | +0.9% | -8.6% | +9.5% | +0.9% |
| 30D | -6.4% | -25.9% | +19.5% | -6.5% |
| 3M | -13.0% | -69.8% | +56.9% | -13.0% |
| 6M | -34.6% | -31.6% | -3.0% | -34.0% |
| YTD | -23.0% | -90.1% | +67.1% | -21.5% |
| 1Y | +16.0% | -98.0% | +114.0% | +11.4% |
| All | +16.0% | -98.1% | +114.1% | +11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling