-80.5%
FCUV vs ADVB
+5.8%
-86.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.7% | -13.0% | -13.9% |
| 7D | +62.8% | -3.8% | +66.6% | +61.2% |
| 30D | +66.5% | +17.6% | +48.9% | +66.8% |
| 3M | +459.9% | +119.1% | +340.8% | +541.5% |
| 6M | -12.4% | +103.4% | -115.7% | +11.9% |
| YTD | -47.5% | +59.8% | -107.4% | -32.0% |
| 1Y | -80.5% | +8.5% | -89.1% | -73.2% |
| All | -80.5% | +5.8% | -86.3% | -73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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