-99.3%
FCUV vs JBHT
+186.6%
-285.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.8% | +4.3% |
| 7D | -15.3% | +0.9% | -16.3% | -15.6% |
| 30D | -29.7% | -1.1% | -28.6% | -29.6% |
| 3M | -54.5% | -14.8% | -39.7% | -52.0% |
| 6M | -26.7% | -7.4% | -19.3% | -25.8% |
| YTD | -91.0% | +17.3% | -108.3% | -91.8% |
| 1Y | -98.0% | +35.3% | -133.3% | -98.3% |
| 3Y | -99.5% | +33.9% | -133.5% | -99.6% |
| 5Y | -99.9% | +22.5% | -122.4% | -99.9% |
| 10Y | -99.3% | +181.3% | -280.6% | -99.6% |
| All | -99.3% | +186.6% | -285.9% | -99.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling