+8.3%
AMT vs FCUV
-99.2%
+107.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -65.2% | +65.2% | -0.1% |
| 7D | -0.2% | -47.9% | +47.8% | -0.2% |
| 30D | +1.8% | +13.7% | -11.8% | +1.9% |
| 3M | -6.2% | +97.0% | -103.2% | -6.2% |
| 6M | -5.0% | -66.1% | +61.1% | -4.6% |
| YTD | +2.1% | -81.8% | +83.8% | +2.7% |
| 1Y | -5.7% | -93.3% | +87.5% | -4.6% |
| All | +8.3% | -99.2% | +107.5% | +7.8% |
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