-98.0%
FCUV vs AMP
+18.6%
-116.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +4.5% | -12.0% | -8.4% |
| 7D | -8.6% | +7.7% | -16.3% | -10.1% |
| 30D | -25.9% | +6.6% | -32.5% | -27.1% |
| 3M | -69.8% | -4.7% | -65.1% | -69.1% |
| 6M | -31.6% | +12.9% | -44.5% | -27.1% |
| YTD | -90.1% | +8.6% | -98.7% | -88.8% |
| 1Y | -98.0% | +18.2% | -116.2% | -98.0% |
| All | -98.0% | +18.6% | -116.6% | -98.0% |
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