-80.5%
FCUV vs MOH
+18.1%
-98.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.0% | -12.6% | -14.0% |
| 7D | +62.8% | +0.4% | +62.4% | +62.8% |
| 30D | +66.5% | +2.9% | +63.6% | +68.6% |
| 3M | +459.9% | +4.1% | +455.8% | +474.6% |
| 6M | -12.4% | +33.8% | -46.2% | +0.6% |
| YTD | -47.5% | +15.7% | -63.2% | -43.0% |
| 1Y | -80.5% | +17.5% | -98.0% | -78.9% |
| All | -80.5% | +18.1% | -98.6% | -78.9% |
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