+60.1%
DOCN vs FCUV
-99.5%
+159.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -13.7% | +16.5% | +3.0% |
| 7D | +1.1% | +62.8% | -61.7% | +0.4% |
| 30D | -9.6% | +66.5% | -76.1% | -10.5% |
| 3M | -37.7% | +459.9% | -497.6% | -41.9% |
| 6M | +115.2% | -12.4% | +127.6% | +115.8% |
| YTD | +133.7% | -47.5% | +181.3% | +141.0% |
| 1Y | +250.2% | -80.5% | +330.7% | +278.8% |
| 3Y | +320.3% | -97.6% | +417.9% | +396.1% |
| All | +60.1% | -99.5% | +159.6% | +121.3% |
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 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