-99.9%
FCUV vs AEIS
+219.6%
-319.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.6% | +3.0% |
| 7D | -72.0% | -0.2% | -71.8% | -73.0% |
| 30D | -8.0% | -16.4% | +8.4% | -3.0% |
| 3M | +66.3% | -11.1% | +77.4% | +56.1% |
| 6M | -75.3% | -12.0% | -63.3% | -77.4% |
| YTD | -83.0% | +30.9% | -113.8% | -87.7% |
| 1Y | -94.7% | +74.3% | -169.0% | -96.8% |
| 3Y | -99.3% | +165.2% | -264.4% | -99.7% |
| 5Y | -99.9% | +220.0% | -319.9% | -99.9% |
| All | -99.9% | +219.6% | -319.4% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling