+193.4%
AMAT vs FCUV
-93.2%
+286.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -65.2% | +69.2% | +4.0% |
| 7D | +7.0% | -47.9% | +54.9% | +7.0% |
| 30D | -12.2% | +13.7% | -25.9% | -12.4% |
| 3M | -3.8% | +97.0% | -100.8% | -3.8% |
| 6M | +45.9% | -66.1% | +112.0% | +53.5% |
| YTD | +84.6% | -81.8% | +166.4% | +101.5% |
| 1Y | +193.4% | -93.3% | +286.7% | +238.6% |
| All | +193.4% | -93.2% | +286.6% | +238.6% |
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 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