-15.9%
ACN vs FCUV
-98.9%
+83.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +136.0% | -135.8% | -0.7% |
| 7D | -3.8% | +148.8% | -152.6% | -4.8% |
| 30D | +16.5% | +95.0% | -78.5% | +15.6% |
| 3M | +41.5% | +27.8% | +13.7% | +40.4% |
| 6M | +60.1% | +121.0% | -60.9% | +54.3% |
| YTD | -3.9% | -78.1% | +74.2% | -5.2% |
| 1Y | +4.1% | -94.3% | +98.3% | +4.4% |
| 3Y | -15.9% | -98.9% | +83.1% | -16.3% |
| All | -15.9% | -98.9% | +83.1% | -16.3% |
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