+40.2%
APH vs FCUV
-94.0%
+134.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.0% | +6.5% | -0.5% |
| 7D | +1.6% | -63.8% | +65.4% | +1.6% |
| 30D | -3.0% | -14.7% | +11.7% | -3.0% |
| 3M | +5.7% | +65.3% | -59.6% | +6.4% |
| 6M | +20.0% | -68.5% | +88.5% | +21.6% |
| YTD | +20.8% | -83.0% | +103.8% | +23.6% |
| 1Y | +40.2% | -94.4% | +134.7% | +45.4% |
| All | +40.2% | -94.0% | +134.2% | +45.4% |
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