+30.9%
DOCU vs FCUV
-97.6%
+128.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -13.7% | +17.4% | +3.8% |
| 7D | +6.9% | +62.8% | -55.9% | +6.5% |
| 30D | +19.0% | +66.5% | -47.5% | +18.4% |
| 3M | +34.3% | +459.9% | -425.7% | +29.1% |
| 6M | +48.0% | -12.4% | +60.4% | +47.0% |
| YTD | 0.0% | -47.5% | +47.5% | +0.4% |
| 1Y | -10.3% | -80.5% | +70.2% | -8.3% |
| All | +30.9% | -97.6% | +128.5% | +41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling