+13.7%
DOCU vs FCUV
-98.1%
+111.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.5% | +7.7% | +0.2% |
| 7D | -3.7% | -8.6% | +4.9% | -3.7% |
| 30D | +15.0% | -25.9% | +40.9% | +15.0% |
| 3M | +39.9% | -69.8% | +109.7% | +40.2% |
| 6M | +66.2% | -31.6% | +97.8% | +65.1% |
| YTD | +17.7% | -90.1% | +107.8% | +18.4% |
| 1Y | +13.7% | -98.0% | +111.7% | +12.4% |
| All | +13.7% | -98.1% | +111.8% | +12.4% |
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 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