+346.2%
ATI vs FCUV
-99.2%
+445.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.4% | -0.1% |
| 7D | -5.6% | -66.5% | +60.8% | -5.3% |
| 30D | -13.7% | +5.0% | -18.7% | -14.0% |
| 3M | -0.4% | +63.8% | -64.2% | -3.2% |
| 6M | +26.2% | -67.8% | +94.1% | +24.2% |
| YTD | +73.2% | -82.4% | +155.6% | +71.0% |
| 1Y | +161.6% | -94.7% | +256.4% | +160.2% |
| 3Y | +346.2% | -99.3% | +445.4% | +347.5% |
| All | +346.2% | -99.2% | +445.4% | +347.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling