+1,319.9%
APH vs FCUV
-97.9%
+1,417.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.6% | +9.8% | +8.2% |
| 7D | +1.1% | -15.4% | +16.5% | +1.1% |
| 30D | -7.5% | -32.9% | +25.4% | -7.4% |
| 3M | -4.4% | -46.2% | +41.7% | -4.4% |
| 6M | +26.5% | -30.0% | +56.5% | +26.0% |
| YTD | +20.0% | -91.4% | +111.4% | +19.8% |
| 1Y | +16.9% | -98.1% | +114.9% | +16.8% |
| 3Y | +288.5% | -99.6% | +388.1% | +288.1% |
| 5Y | +310.3% | -99.9% | +410.2% | +310.1% |
| 10Y | +951.3% | -99.3% | +1,050.6% | +964.4% |
| All | +1,319.9% | -97.9% | +1,417.8% | +1,362.8% |
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 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