-98.7%
FCUV vs AMDL
+87.1%
-185.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +26.8% | -28.4% | -2.4% |
| 7D | -15.4% | +10.3% | -25.7% | -15.8% |
| 30D | -32.9% | -38.3% | +5.4% | -32.3% |
| 3M | -46.2% | -8.7% | -37.4% | -46.8% |
| 6M | -30.0% | -14.4% | -15.6% | -34.9% |
| YTD | -91.4% | +206.9% | -298.3% | -94.5% |
| 1Y | -98.1% | +144.4% | -242.5% | -98.7% |
| All | -98.7% | +87.1% | -185.8% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 5y: compounded portfolio wealth divided by compounded AMDL 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…
5y analysis · Full analysis span regression · 6 months rolling