+384.5%
ALAB vs FCUV
-97.7%
+482.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -7.0% | +11.1% | +4.1% |
| 7D | +9.6% | -63.8% | +73.4% | +10.2% |
| 30D | -5.3% | -14.7% | +9.4% | -5.5% |
| 3M | -12.0% | +65.3% | -77.4% | -15.6% |
| 6M | +145.7% | -68.5% | +214.2% | +143.8% |
| YTD | +80.7% | -83.0% | +163.7% | +82.7% |
| 1Y | +40.1% | -94.4% | +134.5% | +45.2% |
| All | +384.5% | -97.7% | +482.2% | +340.2% |
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 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