-94.7%
FCUV vs MOH
+4.9%
-99.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.0% | +1.3% | +3.7% |
| 7D | -66.5% | +1.7% | -68.2% | -66.7% |
| 30D | +5.0% | -0.9% | +5.9% | +3.6% |
| 3M | +63.8% | +5.7% | +58.1% | +67.2% |
| 6M | -67.8% | +39.1% | -107.0% | -62.9% |
| YTD | -82.4% | +17.7% | -100.1% | -80.9% |
| 1Y | -94.7% | +8.4% | -103.1% | -94.0% |
| All | -94.7% | +4.9% | -99.7% | -94.0% |
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