+158.3%
ACN vs FCUV
-95.6%
+253.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -65.2% | +61.1% | -3.9% |
| 7D | -4.8% | -47.9% | +43.1% | -4.7% |
| 30D | +1.9% | +13.7% | -11.8% | +1.7% |
| 3M | +3.9% | +97.0% | -93.1% | +2.4% |
| 6M | -15.0% | -66.1% | +51.1% | -16.0% |
| YTD | -31.9% | -81.8% | +49.9% | -32.6% |
| 1Y | -28.5% | -93.3% | +64.8% | -29.1% |
| 3Y | -41.9% | -99.2% | +57.3% | -42.4% |
| 5Y | -42.9% | -99.9% | +57.0% | -43.3% |
| 10Y | +88.7% | -98.5% | +187.3% | +90.4% |
| All | +158.3% | -95.6% | +253.8% | +169.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling