-95.9%
FCUV vs HRB
+117.4%
-213.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.6% | -5.4% | -6.5% |
| 7D | -63.8% | -10.6% | -53.1% | -61.2% |
| 30D | -14.7% | -0.8% | -13.8% | -12.3% |
| 3M | +65.3% | +19.1% | +46.3% | +59.1% |
| 6M | -68.5% | +48.7% | -117.2% | -71.7% |
| YTD | -83.0% | +7.1% | -90.1% | -83.3% |
| 1Y | -94.4% | -8.3% | -86.1% | -94.3% |
| 3Y | -99.3% | +25.8% | -125.1% | -99.3% |
| 5Y | -99.9% | +111.1% | -211.0% | -99.9% |
| 10Y | -98.6% | +206.6% | -305.2% | -99.0% |
| All | -95.9% | +117.4% | -213.3% | -96.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling