+279.8%
AON vs FCUV
-95.9%
+375.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.6% | +1.0% |
| 7D | -5.9% | -72.0% | +66.1% | -5.8% |
| 30D | -13.7% | -8.0% | -5.7% | -13.7% |
| 3M | -8.3% | +66.3% | -74.5% | -8.4% |
| 6M | -3.6% | -75.3% | +71.7% | -3.6% |
| YTD | -12.4% | -83.0% | +70.6% | -12.3% |
| 1Y | -14.6% | -94.7% | +80.0% | -14.5% |
| 3Y | -5.7% | -99.3% | +93.6% | -5.6% |
| 5Y | +9.1% | -99.9% | +109.0% | +9.4% |
| 10Y | +208.7% | -98.6% | +307.3% | +210.4% |
| All | +279.8% | -95.9% | +375.7% | +288.5% |
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