-95.9%
FCUV vs AGI
+431.5%
-527.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.3% | -8.3% | -7.1% |
| 7D | -63.8% | +2.2% | -66.0% | -63.7% |
| 30D | -14.7% | +11.3% | -25.9% | -14.7% |
| 3M | +65.3% | +5.6% | +59.7% | +66.4% |
| 6M | -68.5% | -27.7% | -40.8% | -67.6% |
| YTD | -83.0% | -4.1% | -79.0% | -82.8% |
| 1Y | -94.4% | +13.8% | -108.2% | -94.4% |
| 3Y | -99.3% | +217.0% | -316.3% | -99.3% |
| 5Y | -99.9% | +404.3% | -504.2% | -99.9% |
| 10Y | -98.6% | +400.5% | -499.1% | -98.8% |
| All | -95.9% | +431.5% | -527.4% | -95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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