-97.7%
FCUV vs AVAV
+326.3%
-424.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.4% | +4.0% |
| 7D | -4.7% | +9.9% | -14.6% | -6.3% |
| 30D | -23.2% | -5.4% | -17.8% | -22.7% |
| 3M | -49.2% | -36.5% | -12.6% | -46.2% |
| 6M | -9.2% | -25.3% | +16.0% | -9.2% |
| YTD | -90.6% | -48.6% | -42.0% | -90.0% |
| 1Y | -97.9% | -62.1% | -35.8% | -97.7% |
| 3Y | -99.5% | +2.3% | -101.8% | -99.5% |
| 5Y | -99.9% | +35.4% | -135.3% | -99.9% |
| 10Y | -99.2% | +345.1% | -444.3% | -99.3% |
| All | -97.7% | +326.3% | -424.0% | -97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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