+512.9%
ABBV vs FCUV
-95.6%
+608.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -65.2% | +62.2% | -2.9% |
| 7D | -4.3% | -47.9% | +43.6% | -4.3% |
| 30D | +1.1% | +13.7% | -12.5% | +1.1% |
| 3M | +12.3% | +97.0% | -84.7% | +11.9% |
| 6M | +9.8% | -66.1% | +75.9% | +9.6% |
| YTD | +11.5% | -81.8% | +93.2% | +11.5% |
| 1Y | +22.3% | -93.3% | +115.5% | +22.5% |
| 3Y | +85.2% | -99.2% | +184.4% | +85.5% |
| 5Y | +170.8% | -99.9% | +270.7% | +171.9% |
| 10Y | +485.4% | -98.5% | +584.0% | +440.1% |
| All | +512.9% | -95.6% | +608.5% | +475.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling