+26.7%
AME vs FCUV
-94.5%
+121.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.3% | 0.0% | +3.3% |
| 7D | +1.7% | -66.5% | +68.2% | +1.8% |
| 30D | -6.4% | +5.0% | -11.4% | -6.5% |
| 3M | +7.1% | +63.8% | -56.7% | +7.2% |
| 6M | +8.2% | -67.8% | +76.0% | +9.8% |
| YTD | +18.2% | -82.4% | +100.6% | +20.8% |
| 1Y | +26.7% | -94.7% | +121.5% | +31.5% |
| All | +26.7% | -94.5% | +121.2% | +31.5% |
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