-94.7%
FCUV vs AEIS
+81.9%
-176.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.9% | -1.7% | -0.2% |
| 7D | -66.5% | +2.3% | -68.7% | -68.3% |
| 30D | +5.0% | -14.8% | +19.8% | +10.9% |
| 3M | +63.8% | -15.6% | +79.4% | +41.6% |
| 6M | -67.8% | -8.7% | -59.1% | -73.6% |
| YTD | -82.4% | +37.3% | -119.7% | -88.4% |
| 1Y | -94.7% | +80.3% | -175.1% | -97.1% |
| All | -94.7% | +81.9% | -176.7% | -97.1% |
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