+40.5%
AXON vs FCUV
-99.5%
+140.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.6% | -1.0% | -2.6% |
| 7D | -19.7% | +2.4% | -22.1% | -19.7% |
| 30D | -25.7% | -25.9% | +0.2% | -25.6% |
| 3M | -48.8% | -44.8% | -4.0% | -48.7% |
| 6M | -22.0% | -3.5% | -18.5% | -23.5% |
| YTD | -45.9% | -90.7% | +44.8% | -45.8% |
| 1Y | -46.1% | -97.9% | +51.8% | -45.6% |
| All | +40.5% | -99.5% | +140.0% | +39.4% |
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