+103.6%
HAL vs FCUV
-99.9%
+203.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.3% | -2.9% |
| 7D | -3.3% | -72.0% | +68.7% | -2.7% |
| 30D | +7.2% | -8.0% | +15.2% | +6.8% |
| 3M | -8.8% | +66.3% | -75.1% | -11.6% |
| 6M | +3.0% | -75.3% | +78.3% | +1.7% |
| YTD | +29.4% | -83.0% | +112.4% | +28.1% |
| 1Y | +62.8% | -94.7% | +157.5% | +62.9% |
| 3Y | -6.4% | -99.3% | +92.8% | -2.9% |
| 5Y | +103.6% | -99.9% | +203.5% | +129.2% |
| All | +103.6% | -99.9% | +203.5% | +129.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 5y: compounded portfolio wealth divided by compounded FCUV 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…
5y analysis · Full analysis span regression · 6 months rolling