-98.1%
FCUV vs ADVB
-95.9%
-2.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +42.7% | -44.3% | +8.9% |
| 7D | +2.4% | +74.2% | -71.8% | +19.3% |
| 30D | -25.9% | -35.9% | +9.9% | -33.1% |
| 3M | -44.8% | -56.4% | +11.7% | -56.0% |
| 6M | -3.5% | -36.7% | +33.2% | -22.4% |
| YTD | -90.7% | -43.3% | -47.4% | -92.0% |
| 1Y | -97.9% | -63.4% | -34.5% | -98.1% |
| All | -98.1% | -95.9% | -2.3% | -97.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling