+651.5%
ADI vs FCUV
-98.6%
+750.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.3% | +1.6% | +4.8% |
| 7D | +4.6% | -66.5% | +71.0% | +4.6% |
| 30D | -1.2% | +5.0% | -6.1% | -1.2% |
| 3M | -7.8% | +63.8% | -71.6% | -8.4% |
| 6M | +19.3% | -67.8% | +87.2% | +18.9% |
| YTD | +40.9% | -82.4% | +123.3% | +40.6% |
| 1Y | +54.5% | -94.7% | +149.2% | +54.5% |
| 3Y | +123.4% | -99.3% | +222.7% | +123.2% |
| 5Y | +142.3% | -99.9% | +242.2% | +142.2% |
| All | +651.5% | -98.6% | +750.1% | +638.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling