+337.5%
AMD vs FCUV
-99.5%
+437.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -13.7% | +18.4% | +4.8% |
| 7D | +2.6% | +62.8% | -60.3% | +2.0% |
| 30D | -0.9% | +66.5% | -67.4% | -1.7% |
| 3M | -8.7% | +459.9% | -468.7% | -14.1% |
| 6M | +136.3% | -12.4% | +148.7% | +137.6% |
| YTD | +123.0% | -47.5% | +170.5% | +130.4% |
| 1Y | +195.2% | -80.5% | +275.7% | +220.2% |
| 3Y | +336.3% | -97.6% | +434.0% | +416.2% |
| All | +337.5% | -99.5% | +437.1% | +472.6% |
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 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