-99.6%
FCUV vs JBHT
+27.4%
-127.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.6% |
| 7D | -13.0% | -1.6% | -11.4% | -12.2% |
| 30D | -36.9% | -2.3% | -34.6% | -36.5% |
| 3M | -65.3% | -18.5% | -46.9% | -62.8% |
| 6M | -32.9% | -11.3% | -21.6% | -30.5% |
| YTD | -91.2% | +12.6% | -103.8% | -91.8% |
| 1Y | -98.2% | +29.8% | -128.0% | -98.4% |
| 3Y | -99.6% | +28.1% | -127.7% | -99.6% |
| All | -99.6% | +27.4% | -127.0% | -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 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