-97.7%
FCUV vs JBHT
+47.5%
-145.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +2.8% | -16.5% | -15.1% |
| 7D | +62.8% | +4.9% | +58.0% | +58.7% |
| 30D | +66.5% | +0.6% | +65.9% | +64.4% |
| 3M | +459.9% | -3.2% | +463.2% | +460.7% |
| 6M | -12.4% | +17.0% | -29.3% | -19.9% |
| YTD | -47.5% | +41.7% | -89.2% | -56.0% |
| 1Y | -80.5% | +90.0% | -170.5% | -85.9% |
| All | -97.7% | +47.5% | -145.2% | -98.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling