-80.5%
FCUV vs HRB
+1.1%
-81.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -4.0% | -9.7% | -12.8% |
| 7D | +62.8% | -5.7% | +68.5% | +65.0% |
| 30D | +66.5% | +7.9% | +58.6% | +61.4% |
| 3M | +459.9% | +32.1% | +427.8% | +360.9% |
| 6M | -12.4% | +62.2% | -74.6% | -32.7% |
| YTD | -47.5% | +16.4% | -63.9% | -55.8% |
| 1Y | -80.5% | -0.3% | -80.2% | -83.7% |
| All | -80.5% | +1.1% | -81.6% | -83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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