-17.4%
ALB vs FCUV
-95.0%
+77.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +136.0% | -137.4% | -1.0% |
| 7D | -5.8% | +148.8% | -154.5% | -5.4% |
| 30D | -4.5% | +95.0% | -99.6% | -4.2% |
| 3M | -28.1% | +27.8% | -55.9% | -27.9% |
| 6M | -53.2% | +121.0% | -174.2% | -52.6% |
| YTD | -33.3% | -78.1% | +44.8% | -31.7% |
| 1Y | -17.4% | -94.3% | +76.8% | -24.0% |
| All | -17.4% | -95.0% | +77.6% | -24.0% |
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 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