-99.6%
FCUV vs JBHT
+58.3%
-157.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +64.5% |
| 3M | +459.9% | -3.2% | +463.2% | +460.9% |
| 6M | -12.4% | +17.0% | -29.3% | -20.3% |
| YTD | -47.5% | +41.7% | -89.2% | -56.4% |
| 1Y | -80.5% | +90.0% | -170.5% | -86.2% |
| 3Y | -97.6% | +47.0% | -144.6% | -98.1% |
| All | -99.6% | +58.3% | -157.8% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling