+54.8%
ON vs FCUV
-81.1%
+135.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -13.7% | +14.7% | +0.9% |
| 7D | +2.4% | +62.8% | -60.4% | +2.9% |
| 30D | -3.3% | +66.5% | -69.8% | -2.6% |
| 3M | -43.6% | +459.9% | -503.5% | -40.2% |
| 6M | +19.0% | -12.4% | +31.3% | +28.6% |
| YTD | +37.4% | -47.5% | +84.9% | +51.1% |
| 1Y | +54.8% | -80.5% | +135.3% | +77.5% |
| All | +54.8% | -81.1% | +135.9% | +77.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling