+50.6%
AA vs FCUV
-94.5%
+145.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.3% | -0.1% |
| 7D | -3.4% | -66.5% | +63.0% | -3.4% |
| 30D | -5.8% | +5.0% | -10.8% | -5.8% |
| 3M | -29.9% | +63.8% | -93.7% | -29.7% |
| 6M | -27.0% | -67.8% | +40.8% | -25.0% |
| YTD | -8.7% | -82.4% | +73.7% | -5.3% |
| 1Y | +50.6% | -94.7% | +145.4% | +60.6% |
| All | +50.6% | -94.5% | +145.1% | +60.6% |
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