+131.1%
ADI vs FCUV
-99.9%
+231.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.0% |
| 7D | +1.3% | -72.0% | +73.3% | +1.8% |
| 30D | -6.0% | -8.0% | +2.0% | -6.2% |
| 3M | -7.7% | +66.3% | -74.0% | -9.9% |
| 6M | +14.0% | -75.3% | +89.3% | +15.6% |
| YTD | +34.4% | -83.0% | +117.4% | +37.1% |
| 1Y | +48.0% | -94.7% | +142.6% | +55.1% |
| 3Y | +113.3% | -99.3% | +212.6% | +132.0% |
| 5Y | +131.1% | -99.9% | +231.0% | +169.0% |
| All | +131.1% | -99.9% | +231.0% | +169.0% |
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