-98.0%
FCUV vs AEIS
+6.2%
-104.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -11.1% | +3.6% | -0.4% |
| 7D | -8.6% | -12.7% | +4.1% | -0.7% |
| 30D | -25.9% | -28.8% | +2.9% | -8.9% |
| 3M | -69.8% | -38.0% | -31.8% | -61.9% |
| 6M | -31.6% | -45.3% | +13.7% | -28.8% |
| YTD | -90.1% | +1.1% | -91.3% | -91.4% |
| 1Y | -98.0% | +8.6% | -106.6% | -98.3% |
| All | -98.0% | +6.2% | -104.2% | -98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling