-98.6%
FCUV vs HRB
+209.1%
-307.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.5% | +2.7% | +3.1% |
| 7D | -66.5% | -8.0% | -58.4% | -64.5% |
| 30D | +5.0% | -16.0% | +20.9% | +13.6% |
| 3M | +63.8% | +26.9% | +36.9% | +54.9% |
| 6M | -67.8% | +51.1% | -119.0% | -71.1% |
| YTD | -82.4% | +7.1% | -89.5% | -82.7% |
| 1Y | -94.7% | -9.6% | -85.1% | -94.6% |
| 3Y | -99.3% | +25.4% | -124.7% | -99.3% |
| 5Y | -99.9% | +114.9% | -214.8% | -99.9% |
| All | -98.6% | +209.1% | -307.7% | -98.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling