-95.9%
FCUV vs AEIS
+1,318.7%
-1,414.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.1% | -5.9% | -6.7% |
| 7D | -63.8% | +6.5% | -70.2% | -64.9% |
| 30D | -14.7% | -9.2% | -5.5% | -14.7% |
| 3M | +65.3% | -8.3% | +73.7% | +60.5% |
| 6M | -68.5% | -6.3% | -62.2% | -69.8% |
| YTD | -83.0% | +36.5% | -119.5% | -85.1% |
| 1Y | -94.4% | +84.8% | -179.2% | -95.4% |
| 3Y | -99.3% | +176.6% | -275.9% | -99.4% |
| 5Y | -99.9% | +237.1% | -337.0% | -99.9% |
| 10Y | -98.6% | +554.7% | -653.3% | -98.9% |
| All | -95.9% | +1,318.7% | -1,414.6% | -96.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling