+89.8%
ABBV vs FCUV
-99.2%
+189.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.2% | +1.6% |
| 7D | -2.0% | -72.0% | +70.0% | -2.2% |
| 30D | +2.0% | -8.0% | +10.0% | +2.1% |
| 3M | +14.2% | +66.3% | -52.1% | +16.0% |
| 6M | +14.1% | -75.3% | +89.4% | +16.5% |
| YTD | +14.2% | -83.0% | +97.2% | +16.8% |
| 1Y | +24.2% | -94.7% | +118.9% | +27.8% |
| All | +89.8% | -99.2% | +189.0% | +92.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling