+175.6%
APA vs FCUV
-99.9%
+275.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -7.0% | +10.0% | +3.0% |
| 7D | +0.3% | -63.8% | +64.1% | +0.8% |
| 30D | +9.3% | -14.7% | +24.0% | +8.9% |
| 3M | +23.3% | +65.3% | -42.0% | +18.3% |
| 6M | +39.5% | -68.5% | +108.0% | +36.7% |
| YTD | +87.6% | -83.0% | +170.7% | +85.4% |
| 1Y | +114.2% | -94.4% | +208.7% | +114.5% |
| 3Y | +13.6% | -99.3% | +112.8% | +19.8% |
| 5Y | +175.6% | -99.9% | +275.5% | +232.1% |
| All | +175.6% | -99.9% | +275.5% | +232.1% |
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 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