-97.2%
FCUV vs AMDL
+117.8%
-215.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | +11.7% | -76.9% | -65.5% |
| 7D | -47.9% | +19.9% | -67.9% | -48.6% |
| 30D | +13.7% | +6.3% | +7.4% | +12.4% |
| 3M | +97.0% | -9.9% | +106.9% | +88.4% |
| 6M | -66.1% | +394.3% | -460.4% | -79.6% |
| YTD | -81.8% | +257.3% | -339.1% | -88.3% |
| 1Y | -93.3% | +508.5% | -601.8% | -96.4% |
| All | -97.2% | +117.8% | -215.0% | -98.9% |
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