+61.0%
AA vs FCUV
-81.1%
+142.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -13.7% | +11.5% | -2.1% |
| 7D | -0.7% | +62.8% | -63.5% | -0.7% |
| 30D | +5.0% | +66.5% | -61.5% | +4.9% |
| 3M | -35.8% | +459.9% | -495.8% | -35.8% |
| 6M | -18.4% | -12.4% | -6.0% | -16.5% |
| YTD | -5.5% | -47.5% | +42.1% | -2.3% |
| 1Y | +61.0% | -80.5% | +141.5% | +62.8% |
| All | +61.0% | -81.1% | +142.1% | +62.8% |
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 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