-95.6%
FCUV vs DOV
+269.8%
-365.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | +1.0% | -66.2% | -65.4% |
| 7D | -47.9% | +2.5% | -50.5% | -48.2% |
| 30D | +13.7% | -7.5% | +21.2% | +14.5% |
| 3M | +97.0% | -9.7% | +106.7% | +98.3% |
| 6M | -66.1% | -6.1% | -60.0% | -66.1% |
| YTD | -81.8% | +0.5% | -82.2% | -81.9% |
| 1Y | -93.3% | +10.5% | -103.8% | -93.4% |
| 3Y | -99.2% | +41.7% | -140.9% | -99.2% |
| 5Y | -99.9% | +18.4% | -118.3% | -99.9% |
| 10Y | -98.5% | +289.8% | -388.3% | -98.3% |
| All | -95.6% | +269.8% | -365.3% | -94.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling