-98.0%
FCUV vs MOH
+53.5%
-151.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +8.9% | -16.4% | -4.7% |
| 7D | -8.6% | +14.3% | -22.9% | -4.4% |
| 30D | -25.9% | +16.7% | -42.6% | -22.0% |
| 3M | -69.8% | +18.3% | -88.1% | -68.1% |
| 6M | -31.6% | +15.8% | -47.4% | -27.3% |
| YTD | -90.1% | +30.5% | -120.6% | -89.2% |
| 1Y | -98.0% | +49.3% | -147.2% | -97.8% |
| All | -98.0% | +53.5% | -151.5% | -97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 1y: compounded portfolio wealth divided by compounded MOH 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…
1y analysis · Full analysis span regression · 6 months rolling