-80.5%
FCUV vs AHR
+33.1%
-113.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.9% | -11.8% | -14.9% |
| 7D | +62.8% | -1.5% | +64.3% | +60.8% |
| 30D | +66.5% | -1.4% | +67.9% | +66.7% |
| 3M | +459.9% | +18.6% | +441.4% | +499.5% |
| 6M | -12.4% | +6.6% | -18.9% | -5.8% |
| YTD | -47.5% | +17.5% | -65.0% | -41.7% |
| 1Y | -80.5% | +30.9% | -111.4% | -80.3% |
| All | -80.5% | +33.1% | -113.6% | -80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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