+1,315.3%
AMAT vs FCUV
-99.3%
+1,414.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -1.6% | +13.0% | +11.4% |
| 7D | -1.1% | -15.4% | +14.3% | -1.0% |
| 30D | -26.9% | -32.9% | +5.9% | -26.8% |
| 3M | -31.2% | -46.2% | +15.0% | -31.2% |
| 6M | -14.7% | -30.0% | +15.3% | -16.2% |
| YTD | +44.7% | -91.4% | +136.1% | +43.2% |
| 1Y | +62.0% | -98.1% | +160.0% | +61.4% |
| 3Y | +165.0% | -99.6% | +264.6% | +163.2% |
| 5Y | +147.1% | -99.9% | +247.0% | +146.2% |
| 10Y | +1,315.3% | -99.3% | +1,414.6% | +1,211.6% |
| All | +1,315.3% | -99.3% | +1,414.6% | +1,211.6% |
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