-96.2%
FCUV vs AMRZ
-17.3%
-78.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -4.3% | -61.0% | -63.8% |
| 7D | -47.9% | -2.0% | -45.9% | -45.9% |
| 30D | +13.7% | -9.8% | +23.5% | +19.1% |
| 3M | +97.0% | -17.2% | +114.2% | +113.4% |
| 6M | -66.1% | -26.9% | -39.2% | -60.5% |
| YTD | -81.8% | -21.5% | -60.3% | -79.6% |
| 1Y | -93.3% | -22.9% | -70.4% | -92.8% |
| All | -96.2% | -17.3% | -78.9% | -96.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling