-97.9%
FCUV vs AMBA
+27.8%
-125.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.3% | -6.9% | -3.8% |
| 7D | -15.4% | 0.0% | -15.4% | -15.5% |
| 30D | -32.9% | -8.6% | -24.3% | -30.4% |
| 3M | -46.2% | -29.0% | -17.2% | -40.6% |
| 6M | -30.0% | -19.2% | -10.8% | -27.9% |
| YTD | -91.4% | -13.0% | -78.4% | -91.4% |
| 1Y | -98.1% | -31.3% | -66.8% | -98.0% |
| 3Y | -99.6% | +28.1% | -127.7% | -99.7% |
| 5Y | -99.9% | -69.4% | -30.4% | -99.9% |
| 10Y | -99.3% | +7.6% | -106.9% | -99.2% |
| All | -97.9% | +27.8% | -125.7% | -98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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