-7.2%
AON vs FCUV
-99.2%
+92.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.3% | -4.9% | -1.6% |
| 7D | -6.3% | -66.5% | +60.2% | -6.4% |
| 30D | -14.1% | +5.0% | -19.1% | -14.0% |
| 3M | -9.5% | +63.8% | -73.3% | -8.6% |
| 6M | -4.0% | -67.8% | +63.8% | -3.1% |
| YTD | -13.8% | -82.4% | +68.6% | -12.9% |
| 1Y | -18.3% | -94.7% | +76.5% | -17.5% |
| 3Y | -7.2% | -99.3% | +92.1% | -6.8% |
| All | -7.2% | -99.2% | +92.0% | -6.8% |
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