-10.3%
DOCU vs FCUV
-81.1%
+70.8%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -13.7% | +17.4% | +3.7% |
| 7D | +6.9% | +62.8% | -55.9% | +6.7% |
| 30D | +19.0% | +66.5% | -47.5% | +18.8% |
| 3M | +34.3% | +459.9% | -425.7% | +32.1% |
| 6M | +48.0% | -12.4% | +60.4% | +50.1% |
| YTD | 0.0% | -47.5% | +47.5% | +2.8% |
| 1Y | -10.3% | -80.5% | +70.2% | -8.4% |
| All | -10.3% | -81.1% | +70.8% | -8.4% |
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