+8.9%
DOCS vs FCUV
-97.6%
+106.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -13.7% | +10.9% | -2.8% |
| 7D | -1.4% | +62.8% | -64.3% | -1.5% |
| 30D | +21.8% | +66.5% | -44.7% | +21.8% |
| 3M | +27.3% | +459.9% | -432.7% | +24.7% |
| 6M | -0.3% | -12.4% | +12.0% | +0.8% |
| YTD | -40.5% | -47.5% | +7.0% | -39.2% |
| 1Y | -61.5% | -80.5% | +19.0% | -59.8% |
| All | +8.9% | -97.6% | +106.5% | +9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling