+1,354.0%
APH vs FCUV
-87.2%
+1,441.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -13.7% | +14.5% | +0.9% |
| 7D | +5.0% | +62.8% | -57.9% | +4.9% |
| 30D | -3.9% | +66.5% | -70.4% | -3.9% |
| 3M | +13.0% | +459.9% | -447.0% | +12.4% |
| 6M | +25.2% | -12.4% | +37.5% | +24.7% |
| YTD | +22.9% | -47.5% | +70.5% | +22.5% |
| 1Y | +47.8% | -80.5% | +128.3% | +47.5% |
| 3Y | +283.0% | -97.6% | +380.7% | +282.1% |
| 5Y | +349.7% | -99.5% | +449.2% | +348.6% |
| 10Y | +1,061.2% | -95.8% | +1,157.0% | +1,074.1% |
| All | +1,354.0% | -87.2% | +1,441.3% | +1,395.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling