-96.3%
FCUV vs ADVB
-88.8%
-7.5%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -3.8% | -61.4% | -66.3% |
| 7D | -47.9% | -14.0% | -33.9% | -50.8% |
| 30D | +13.7% | +41.0% | -27.3% | +22.6% |
| 3M | +97.0% | +127.9% | -30.9% | +109.2% |
| 6M | -66.1% | +101.3% | -167.5% | -62.4% |
| YTD | -81.8% | +53.8% | -135.5% | -79.5% |
| 1Y | -93.3% | +4.4% | -97.7% | -92.4% |
| All | -96.3% | -88.8% | -7.5% | -94.0% |
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