-21.8%
ACHR vs FCUV
-99.2%
+77.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -0.9% |
| 7D | -5.4% | -72.0% | +66.6% | -4.2% |
| 30D | -19.7% | -8.0% | -11.7% | -20.3% |
| 3M | +7.9% | +66.3% | -58.3% | +0.4% |
| 6M | -13.8% | -75.3% | +61.5% | -10.3% |
| YTD | -27.5% | -83.0% | +55.4% | -23.0% |
| 1Y | -33.9% | -94.7% | +60.7% | -23.6% |
| All | -21.8% | -99.2% | +77.4% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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