+311.3%
ARM vs FCUV
-99.2%
+410.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -65.2% | +69.0% | +3.9% |
| 7D | +11.4% | -47.9% | +59.3% | +11.4% |
| 30D | -7.4% | +13.7% | -21.1% | -7.7% |
| 3M | -24.5% | +97.0% | -121.5% | -26.1% |
| 6M | +128.7% | -66.1% | +194.8% | +133.0% |
| YTD | +139.3% | -81.8% | +221.0% | +149.3% |
| 1Y | +88.0% | -93.3% | +181.2% | +102.4% |
| All | +311.3% | -99.2% | +410.5% | +269.9% |
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 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