-99.9%
AMIX vs FCUV
-98.8%
-1.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +136.0% | -134.9% | +2.1% |
| 7D | -9.9% | +148.8% | -158.6% | -9.0% |
| 30D | -52.8% | +95.0% | -147.8% | -52.4% |
| 3M | -80.0% | +27.8% | -107.8% | -79.8% |
| 6M | -80.2% | +121.0% | -201.2% | -79.9% |
| YTD | -88.1% | -78.1% | -10.0% | -87.3% |
| 1Y | -91.1% | -94.3% | +3.2% | -90.1% |
| All | -99.9% | -98.8% | -1.1% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling