-98.2%
FCUV vs ADVB
-97.5%
-0.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.2% | -7.1% | -1.8% |
| 7D | -13.0% | -13.9% | +0.9% | -16.3% |
| 30D | -36.9% | -68.1% | +31.2% | -53.0% |
| 3M | -65.3% | -73.4% | +8.1% | -76.8% |
| 6M | -32.9% | -70.8% | +37.9% | -54.2% |
| YTD | -91.2% | -66.1% | -25.1% | -93.4% |
| 1Y | -98.2% | -77.5% | -20.7% | -98.6% |
| All | -98.2% | -97.5% | -0.7% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling