-95.7%
FCUV vs MOH
+317.1%
-412.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.0% | +1.3% | +3.1% |
| 7D | -66.5% | +1.7% | -68.2% | -66.4% |
| 30D | +5.0% | -0.9% | +5.9% | +5.3% |
| 3M | +63.8% | +5.7% | +58.1% | +63.6% |
| 6M | -67.8% | +39.1% | -107.0% | -68.6% |
| YTD | -82.4% | +17.7% | -100.1% | -82.8% |
| 1Y | -94.7% | +8.4% | -103.1% | -94.8% |
| 3Y | -99.3% | -36.6% | -62.7% | -99.2% |
| 5Y | -99.9% | -19.1% | -80.8% | -99.9% |
| 10Y | -98.6% | +262.8% | -361.4% | -99.2% |
| All | -95.7% | +317.1% | -412.9% | -97.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling