+1,049.0%
ATI vs FCUV
-99.9%
+1,148.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.5% | -4.1% | -3.7% |
| 7D | -2.7% | -72.0% | +69.3% | -2.0% |
| 30D | -13.5% | -8.0% | -5.5% | -13.8% |
| 3M | +8.5% | +66.3% | -57.7% | +4.2% |
| 6M | +25.2% | -75.3% | +100.5% | +23.5% |
| YTD | +73.4% | -83.0% | +156.4% | +71.6% |
| 1Y | +160.5% | -94.7% | +255.2% | +161.7% |
| 3Y | +347.3% | -99.3% | +446.6% | +364.8% |
| 5Y | +1,049.0% | -99.9% | +1,148.8% | +1,135.4% |
| All | +1,049.0% | -99.9% | +1,148.8% | +1,135.4% |
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