+39.3%
ARES vs FCUV
-99.2%
+138.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.0% | +4.0% | -3.0% |
| 7D | -2.7% | -63.8% | +61.1% | -2.2% |
| 30D | -2.4% | -14.7% | +12.3% | -2.7% |
| 3M | +3.9% | +65.3% | -61.4% | -0.1% |
| 6M | +26.4% | -68.5% | +94.9% | +24.5% |
| YTD | -14.9% | -83.0% | +68.2% | -15.1% |
| 1Y | -20.4% | -94.4% | +74.0% | -19.2% |
| All | +39.3% | -99.2% | +138.5% | +40.4% |
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