-34.8%
DOCS vs FCUV
-97.9%
+63.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.1% | -1.6% | +2.5% |
| 7D | -4.2% | -4.7% | +0.5% | -4.2% |
| 30D | +8.6% | -23.2% | +31.8% | +8.5% |
| 3M | +27.2% | -49.2% | +76.4% | +27.5% |
| 6M | +26.5% | -9.2% | +35.7% | +26.8% |
| YTD | -25.0% | -90.6% | +65.6% | -24.2% |
| All | -34.8% | -97.9% | +63.1% | -31.2% |
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