-80.5%
FCUV vs DOV
+11.5%
-92.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.9% | -14.6% | -13.9% |
| 7D | +62.8% | -2.7% | +65.5% | +63.8% |
| 30D | +66.5% | -8.1% | +74.6% | +70.0% |
| 3M | +459.9% | -9.4% | +469.4% | +449.7% |
| 6M | -12.4% | -12.6% | +0.2% | -12.1% |
| YTD | -47.5% | -0.5% | -47.1% | -51.6% |
| 1Y | -80.5% | +9.2% | -89.8% | -82.6% |
| All | -80.5% | +11.5% | -92.0% | -82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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