-61.4%
ADBE vs FCUV
-99.9%
+38.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.8% | -2.4% |
| 7D | -12.9% | -72.0% | +59.0% | -12.3% |
| 30D | -5.6% | -8.0% | +2.4% | -5.9% |
| 3M | +6.6% | +66.3% | -59.6% | +3.1% |
| 6M | -9.6% | -75.3% | +65.7% | -9.9% |
| YTD | -28.9% | -83.0% | +54.1% | -28.8% |
| 1Y | -28.9% | -94.7% | +65.7% | -27.5% |
| 3Y | -55.6% | -99.3% | +43.7% | -52.5% |
| All | -61.4% | -99.9% | +38.4% | -56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling