-87.2%
FCUV vs DOC
-2.4%
-84.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.8% | -11.9% | -13.4% |
| 7D | +62.8% | -1.5% | +64.3% | +63.4% |
| 30D | +66.5% | -4.8% | +71.3% | +67.8% |
| 3M | +459.9% | +6.9% | +453.1% | +450.0% |
| 6M | -12.4% | +20.7% | -33.1% | -17.0% |
| YTD | -47.5% | +34.1% | -81.7% | -51.6% |
| 1Y | -80.5% | +22.6% | -103.1% | -81.6% |
| 3Y | -97.6% | +20.8% | -118.5% | -97.8% |
| 5Y | -99.5% | -24.9% | -74.7% | -99.5% |
| 10Y | -95.8% | -1.8% | -93.9% | -96.1% |
| All | -87.2% | -2.4% | -84.9% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 all: compounded portfolio wealth divided by compounded DOC 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…
all analysis · Full analysis span regression · 6 months rolling