-99.3%
FCUV vs MOH
-36.3%
-63.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.0% | +1.3% | +3.3% |
| 7D | -66.5% | +1.7% | -68.2% | -66.5% |
| 30D | +5.0% | -0.9% | +5.9% | +4.8% |
| 3M | +63.8% | +5.7% | +58.1% | +64.7% |
| 6M | -67.8% | +39.1% | -107.0% | -67.0% |
| YTD | -82.4% | +17.7% | -100.1% | -82.1% |
| 1Y | -94.7% | +8.4% | -103.1% | -94.6% |
| 3Y | -99.3% | -36.6% | -62.7% | -99.3% |
| All | -99.3% | -36.3% | -63.0% | -99.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling