+1,516.7%
AXON vs FCUV
-97.7%
+1,614.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.1% | +0.2% | +4.2% |
| 7D | -25.6% | -4.7% | -21.0% | -25.6% |
| 30D | -23.9% | -23.2% | -0.7% | -23.8% |
| 3M | -50.4% | -49.2% | -1.3% | -50.4% |
| 6M | -20.0% | -9.2% | -10.8% | -21.6% |
| YTD | -44.5% | -90.6% | +46.1% | -45.1% |
| 1Y | -44.9% | -97.9% | +53.0% | -45.2% |
| 3Y | +44.7% | -99.5% | +144.3% | +43.5% |
| 5Y | +86.7% | -99.9% | +186.6% | +85.7% |
| 10Y | +1,060.5% | -99.2% | +1,159.7% | +999.7% |
| All | +1,516.7% | -97.7% | +1,614.4% | +1,368.6% |
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