-80.5%
FCUV vs AMP
+11.4%
-91.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.8% | -12.9% | -13.5% |
| 7D | +62.8% | +0.2% | +62.6% | +62.5% |
| 30D | +66.5% | -0.1% | +66.6% | +66.1% |
| 3M | +459.9% | +23.6% | +436.4% | +471.0% |
| 6M | -12.4% | +20.4% | -32.7% | -7.5% |
| YTD | -47.5% | +15.4% | -63.0% | -42.1% |
| 1Y | -80.5% | +11.0% | -91.5% | -76.8% |
| All | -80.5% | +11.4% | -91.9% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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