-95.6%
FCUV vs XHB
+242.9%
-338.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -2.4% | -62.8% | -64.5% |
| 7D | -47.9% | +0.2% | -48.1% | -47.2% |
| 30D | +13.7% | -9.1% | +22.7% | +18.1% |
| 3M | +97.0% | -2.3% | +99.3% | +99.2% |
| 6M | -66.1% | -4.1% | -62.0% | -65.5% |
| YTD | -81.8% | -1.7% | -80.1% | -81.6% |
| 1Y | -93.3% | -15.1% | -78.2% | -92.9% |
| 3Y | -99.2% | +26.8% | -126.0% | -99.3% |
| 5Y | -99.9% | +37.3% | -137.2% | -99.9% |
| 10Y | -98.5% | +205.7% | -304.2% | -98.8% |
| All | -95.6% | +242.9% | -338.4% | -96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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