+20.5%
DOCU vs FCUV
-95.0%
+115.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +136.0% | -135.2% | +0.4% |
| 7D | +4.1% | +148.8% | -144.7% | +3.7% |
| 30D | +7.4% | +95.0% | -87.7% | +7.0% |
| 3M | +26.0% | +27.8% | -1.8% | +25.8% |
| 6M | +79.2% | +121.0% | -41.8% | +76.9% |
| YTD | +18.1% | -78.1% | +96.2% | +17.8% |
| 1Y | +20.5% | -94.3% | +114.8% | +13.4% |
| All | +20.5% | -95.0% | +115.5% | +13.4% |
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