+28.0%
CNH vs FCUV
-81.1%
+109.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -13.7% | +17.7% | +4.0% |
| 7D | +23.3% | +62.8% | -39.5% | +23.3% |
| 30D | +33.5% | +66.5% | -33.0% | +33.6% |
| 3M | +32.7% | +459.9% | -427.2% | +34.3% |
| 6M | +22.2% | -12.4% | +34.5% | +25.5% |
| YTD | +57.7% | -47.5% | +105.2% | +63.1% |
| 1Y | +28.0% | -80.5% | +108.5% | +42.0% |
| All | +28.0% | -81.1% | +109.1% | +42.0% |
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