-98.3%
FCUV vs ADVB
-97.4%
-0.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.5% | -5.2% | -0.7% |
| 7D | -15.4% | -1.2% | -14.2% | -15.8% |
| 30D | -32.9% | -61.4% | +28.5% | -47.3% |
| 3M | -46.2% | -67.8% | +21.7% | -60.7% |
| 6M | -30.0% | -66.9% | +36.9% | -51.4% |
| YTD | -91.4% | -64.9% | -26.5% | -93.4% |
| 1Y | -98.1% | -74.8% | -23.3% | -98.5% |
| All | -98.3% | -97.4% | -0.8% | -98.1% |
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