-79.7%
AMIX vs FCUV
-81.1%
+1.4%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -13.7% | +11.7% | -2.1% |
| 7D | -13.7% | +62.8% | -76.6% | -12.9% |
| 30D | -62.1% | +66.5% | -128.6% | -61.6% |
| 3M | -46.2% | +459.9% | -506.1% | -43.1% |
| 6M | -46.4% | -12.4% | -34.1% | -40.0% |
| YTD | -60.3% | -47.5% | -12.7% | -53.5% |
| 1Y | -79.7% | -80.5% | +0.8% | -76.1% |
| All | -79.7% | -81.1% | +1.4% | -76.1% |
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