+1,362.0%
AMAT vs FCUV
-99.3%
+1,461.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.6% | -1.9% | -3.6% |
| 7D | +19.3% | +2.4% | +16.9% | +19.3% |
| 30D | -17.9% | -25.9% | +8.0% | -17.8% |
| 3M | -30.4% | -44.8% | +14.3% | -30.5% |
| 6M | -11.4% | -3.5% | -8.0% | -13.2% |
| YTD | +48.8% | -90.7% | +139.5% | +47.2% |
| 1Y | +66.0% | -97.9% | +163.9% | +65.4% |
| 3Y | +158.8% | -99.5% | +258.4% | +157.0% |
| 5Y | +153.2% | -99.9% | +253.1% | +152.1% |
| All | +1,362.0% | -99.3% | +1,461.3% | +1,254.9% |
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 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