-98.3%
FCUV vs AHR
+360.2%
-458.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.4% |
| 7D | -72.0% | -3.0% | -68.9% | -71.9% |
| 30D | -8.0% | +2.6% | -10.6% | -8.0% |
| 3M | +66.3% | +16.0% | +50.2% | +59.4% |
| 6M | -75.3% | +3.1% | -78.4% | -75.6% |
| YTD | -83.0% | +16.0% | -99.0% | -84.1% |
| 1Y | -94.7% | +28.0% | -122.6% | -95.3% |
| All | -98.3% | +360.2% | -458.5% | -99.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling