-47.3%
DOCS vs FCUV
-98.1%
+50.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -7.5% | +13.9% | +6.3% |
| 7D | +1.2% | -8.6% | +9.8% | +1.2% |
| 30D | +21.3% | -25.9% | +47.2% | +21.2% |
| 3M | +58.4% | -69.8% | +128.2% | +58.6% |
| 6M | +39.3% | -31.6% | +70.9% | +39.3% |
| YTD | -21.7% | -90.1% | +68.4% | -20.4% |
| 1Y | -47.3% | -98.0% | +50.7% | -39.5% |
| All | -47.3% | -98.1% | +50.8% | -39.5% |
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