-99.7%
FCUV vs JBHT
+22.5%
-122.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +2.3% | +133.7% | +134.8% |
| 7D | +148.8% | +7.0% | +141.7% | +142.0% |
| 30D | +95.0% | +0.5% | +94.5% | +95.1% |
| 3M | +27.8% | -17.4% | +45.2% | +38.9% |
| 6M | +121.0% | -1.7% | +122.7% | +118.6% |
| YTD | -78.1% | +20.7% | -98.9% | -80.5% |
| 1Y | -94.3% | +41.1% | -135.3% | -95.2% |
| 3Y | -98.9% | +38.0% | -136.9% | -99.1% |
| All | -99.7% | +22.5% | -122.2% | -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