+5.2%
AVTR vs FCUV
-99.6%
+104.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -65.2% | +67.1% | +2.2% |
| 7D | +7.4% | -47.9% | +55.3% | +7.5% |
| 30D | +12.2% | +13.7% | -1.4% | +11.8% |
| 3M | +57.4% | +97.0% | -39.6% | +52.9% |
| 6M | +86.7% | -66.1% | +152.8% | +84.4% |
| YTD | +33.1% | -81.8% | +114.8% | +32.4% |
| 1Y | +16.1% | -93.3% | +109.4% | +16.5% |
| 3Y | -24.6% | -99.2% | +74.6% | -24.3% |
| 5Y | -63.5% | -99.9% | +36.4% | -63.0% |
| All | +5.2% | -99.6% | +104.8% | +11.4% |
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 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