-41.7%
ACHR vs FCUV
-99.8%
+58.2%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.3% | -0.9% | +2.3% |
| 7D | -2.3% | -66.5% | +64.2% | -0.5% |
| 30D | -11.3% | +5.0% | -16.3% | -12.8% |
| 3M | +5.3% | +63.8% | -58.5% | -8.4% |
| 6M | -13.2% | -67.8% | +54.6% | -14.7% |
| YTD | -25.8% | -82.4% | +56.6% | -22.8% |
| 1Y | -34.3% | -94.7% | +60.5% | -22.6% |
| 3Y | -19.9% | -99.3% | +79.3% | +5.4% |
| All | -41.7% | -99.8% | +58.2% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling