+33.4%
AG vs FCUV
-98.1%
+131.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -7.5% | +16.7% | +9.1% |
| 7D | -2.6% | -8.6% | +6.0% | -2.6% |
| 30D | -12.1% | -25.9% | +13.8% | -12.3% |
| 3M | -6.6% | -69.8% | +63.2% | -6.8% |
| 6M | -20.5% | -31.6% | +11.2% | -15.2% |
| YTD | -7.4% | -90.1% | +82.7% | +6.2% |
| 1Y | +33.4% | -98.0% | +131.4% | +60.9% |
| All | +33.4% | -98.1% | +131.5% | +60.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling