-98.0%
FCUV vs AMRZ
-11.5%
-86.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +5.2% | -12.7% | -8.6% |
| 7D | -8.6% | +10.3% | -18.9% | -10.9% |
| 30D | -25.9% | +18.7% | -44.6% | -29.4% |
| 3M | -69.8% | -14.6% | -55.2% | -68.3% |
| 6M | -31.6% | -12.9% | -18.7% | -29.3% |
| YTD | -90.1% | -17.4% | -72.8% | -89.6% |
| 1Y | -98.0% | -12.3% | -85.7% | -98.0% |
| All | -98.0% | -11.5% | -86.5% | -98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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