+63.2%
DHI vs FCUV
-99.8%
+163.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.3% | -1.5% | +1.7% |
| 7D | -3.4% | -66.5% | +63.1% | -3.0% |
| 30D | -5.4% | +5.0% | -10.4% | -5.7% |
| 3M | -10.4% | +63.8% | -74.2% | -12.2% |
| 6M | -2.8% | -67.8% | +65.1% | -1.8% |
| YTD | -3.4% | -82.4% | +79.0% | -1.4% |
| 1Y | -22.9% | -94.7% | +71.8% | -19.2% |
| 3Y | +20.7% | -99.3% | +119.9% | +31.4% |
| All | +63.2% | -99.8% | +163.1% | +88.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling