+267.7%
ADBE vs FCUV
-95.6%
+363.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -65.2% | +61.8% | -3.2% |
| 7D | -10.1% | -47.9% | +37.9% | -10.0% |
| 30D | -3.0% | +13.7% | -16.7% | -3.2% |
| 3M | +5.0% | +97.0% | -92.0% | +3.2% |
| 6M | -9.3% | -66.1% | +56.8% | -10.4% |
| YTD | -26.5% | -81.8% | +55.3% | -27.3% |
| 1Y | -28.3% | -93.3% | +65.0% | -28.9% |
| 3Y | -54.1% | -99.2% | +45.1% | -54.5% |
| 5Y | -61.2% | -99.9% | +38.6% | -61.4% |
| 10Y | +152.5% | -98.5% | +251.0% | +146.5% |
| All | +267.7% | -95.6% | +363.2% | +264.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling