-99.3%
FCUV vs AMP
+66.7%
-165.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.7% | +2.5% | +2.9% |
| 7D | -66.5% | -0.5% | -65.9% | -66.1% |
| 30D | +5.0% | -1.3% | +6.3% | +6.5% |
| 3M | +63.8% | +24.2% | +39.6% | +50.1% |
| 6M | -67.8% | +24.6% | -92.4% | -71.1% |
| YTD | -82.4% | +14.8% | -97.2% | -83.2% |
| 1Y | -94.7% | +12.8% | -107.5% | -94.9% |
| 3Y | -99.3% | +69.0% | -168.2% | -99.4% |
| All | -99.3% | +66.7% | -165.9% | -99.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling