+11.8%
AZO vs FCUV
-99.2%
+111.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.3% | -3.4% | -0.2% |
| 7D | -3.6% | -66.5% | +62.9% | -3.4% |
| 30D | -5.6% | +5.0% | -10.5% | -5.7% |
| 3M | -6.6% | +63.8% | -70.4% | -7.7% |
| 6M | -22.5% | -67.8% | +45.3% | -23.1% |
| YTD | -15.2% | -82.4% | +67.2% | -15.7% |
| 1Y | -33.9% | -94.7% | +60.8% | -34.3% |
| 3Y | +11.8% | -99.3% | +111.1% | +20.1% |
| All | +11.8% | -99.2% | +111.0% | +20.1% |
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