+37.5%
ONTO vs FCUV
-98.1%
+135.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.6% | +13.6% | +12.0% |
| 7D | +1.4% | -15.4% | +16.8% | +1.4% |
| 30D | -34.1% | -32.9% | -1.3% | -34.1% |
| 3M | -37.1% | -46.2% | +9.1% | -37.2% |
| 6M | -31.8% | -30.0% | -1.8% | -31.9% |
| YTD | +22.9% | -91.4% | +114.3% | +31.0% |
| All | +37.5% | -98.1% | +135.6% | +47.3% |
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