-80.5%
FCUV vs USHY
+4.6%
-85.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | 0.0% | -13.6% | -13.6% |
| 7D | +62.8% | -0.1% | +63.0% | +62.8% |
| 30D | +66.5% | +0.1% | +66.4% | +65.8% |
| 3M | +459.9% | +0.8% | +459.1% | +444.0% |
| 6M | -12.4% | +1.7% | -14.1% | -13.8% |
| YTD | -47.5% | +2.5% | -50.0% | -51.0% |
| 1Y | -80.5% | +4.4% | -84.9% | -83.9% |
| All | -80.5% | +4.6% | -85.1% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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