-98.0%
FCUV vs DOV
+21.2%
-119.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.4% | -7.1% | -7.5% |
| 7D | -8.6% | +2.2% | -10.8% | -8.9% |
| 30D | -25.9% | +11.2% | -37.1% | -27.1% |
| 3M | -69.8% | +1.6% | -71.4% | -69.7% |
| 6M | -31.6% | -3.2% | -28.4% | -33.6% |
| YTD | -90.1% | +9.7% | -99.9% | -92.2% |
| 1Y | -98.0% | +20.5% | -118.5% | -98.7% |
| All | -98.0% | +21.2% | -119.2% | -98.7% |
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