-95.6%
FCUV vs ADVB
-96.8%
+1.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | -23.6% | +159.6% | +128.5% |
| 7D | +148.8% | +27.8% | +121.0% | +177.5% |
| 30D | +95.0% | -50.8% | +145.8% | +70.8% |
| 3M | +27.8% | -70.5% | +98.3% | -5.1% |
| 6M | +121.0% | -46.7% | +167.7% | +73.2% |
| YTD | -78.1% | -56.7% | -21.5% | -81.7% |
| 1Y | -94.3% | -71.8% | -22.5% | -95.1% |
| All | -95.6% | -96.8% | +1.3% | -94.6% |
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