-40.8%
ACI vs FCUV
-99.9%
+59.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.7% | -1.3% |
| 7D | -7.1% | -72.0% | +64.9% | -6.9% |
| 30D | -4.5% | -8.0% | +3.5% | -4.5% |
| 3M | -22.3% | +66.3% | -88.5% | -23.1% |
| 6M | -28.4% | -75.3% | +46.9% | -28.4% |
| YTD | -29.5% | -83.0% | +53.5% | -29.4% |
| 1Y | -34.2% | -94.7% | +60.4% | -33.8% |
| 3Y | -45.7% | -99.3% | +53.6% | -44.5% |
| 5Y | -40.8% | -99.9% | +59.1% | -39.1% |
| All | -40.8% | -99.9% | +59.1% | -39.1% |
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