+16.4%
DOCU vs FCUV
-98.0%
+114.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.1% | -0.9% | +3.2% |
| 7D | -0.4% | -4.7% | +4.3% | -0.4% |
| 30D | +12.9% | -23.2% | +36.1% | +13.0% |
| 3M | +35.1% | -49.2% | +84.2% | +35.2% |
| 6M | +76.2% | -9.2% | +85.4% | +74.6% |
| YTD | +17.2% | -90.6% | +107.8% | +17.9% |
| 1Y | +16.4% | -97.9% | +114.3% | +13.1% |
| All | +16.4% | -98.0% | +114.4% | +13.1% |
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 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