+173.0%
ATI vs FCUV
-81.1%
+254.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -13.7% | +16.6% | +3.1% |
| 7D | -0.1% | +62.8% | -62.9% | -0.3% |
| 30D | +2.7% | +66.5% | -63.8% | +2.3% |
| 3M | +16.3% | +459.9% | -443.6% | +13.2% |
| 6M | +30.2% | -12.4% | +42.5% | +31.2% |
| YTD | +83.6% | -47.5% | +131.1% | +85.8% |
| 1Y | +173.0% | -80.5% | +253.5% | +164.0% |
| All | +173.0% | -81.1% | +254.1% | +164.0% |
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