-98.0%
FCUV vs JBHT
+34.8%
-132.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +1.1% | -8.6% | -8.1% |
| 7D | -8.6% | +1.7% | -10.3% | -9.4% |
| 30D | -25.9% | -1.2% | -24.8% | -25.9% |
| 3M | -69.8% | -17.1% | -52.7% | -67.4% |
| 6M | -31.6% | -4.4% | -27.2% | -33.0% |
| YTD | -90.1% | +17.5% | -107.6% | -91.9% |
| 1Y | -98.0% | +32.6% | -130.6% | -98.5% |
| All | -98.0% | +34.8% | -132.8% | -98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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