-54.2%
DOCS vs FCUV
-99.9%
+45.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.9% | +0.8% | -2.0% |
| 7D | -0.8% | -13.0% | +12.2% | -0.6% |
| 30D | +17.4% | -36.9% | +54.3% | +17.9% |
| 3M | +57.4% | -65.3% | +122.7% | +58.0% |
| 6M | +26.5% | -32.9% | +59.4% | +22.1% |
| YTD | -26.6% | -91.2% | +64.6% | -24.3% |
| 1Y | -48.1% | -98.2% | +50.2% | -42.0% |
| 3Y | +52.6% | -99.6% | +152.2% | +77.5% |
| All | -54.2% | -99.9% | +45.6% | -43.1% |
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