+1,299.3%
ARES vs FCUV
-95.6%
+1,394.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -65.2% | +64.1% | -0.9% |
| 7D | -0.3% | -47.9% | +47.6% | -0.3% |
| 30D | +1.3% | +13.7% | -12.4% | +1.1% |
| 3M | +10.4% | +97.0% | -86.6% | +8.6% |
| 6M | +29.0% | -66.1% | +95.1% | +27.4% |
| YTD | -12.2% | -81.8% | +69.6% | -13.2% |
| 1Y | -18.4% | -93.3% | +74.8% | -19.2% |
| 3Y | +43.2% | -99.2% | +142.4% | +41.8% |
| 5Y | +102.6% | -99.9% | +202.4% | +100.7% |
| 10Y | +1,029.6% | -98.5% | +1,128.1% | +1,052.6% |
| All | +1,299.3% | -95.6% | +1,394.8% | +1,330.4% |
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 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