+121.0%
FCUV vs ACM
+1.7%
+119.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +0.6% | +135.4% | +135.5% |
| 7D | +148.8% | +5.6% | +143.1% | +138.2% |
| 30D | +95.0% | +20.8% | +74.2% | +63.4% |
| 3M | +27.8% | +11.4% | +16.4% | +18.6% |
| 6M | +121.0% | +0.9% | +120.0% | +128.4% |
| All | +121.0% | +1.7% | +119.3% | +128.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 6mo: compounded portfolio wealth divided by compounded ACM 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…
6mo analysis · Full analysis span regression · 6 months rolling