+72.8%
HCA vs FCUV
-99.8%
+172.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.3% | -1.9% | +1.3% |
| 7D | +5.4% | -66.5% | +71.9% | +5.7% |
| 30D | +3.0% | +5.0% | -2.0% | +2.8% |
| 3M | +13.0% | +63.8% | -50.8% | +11.0% |
| 6M | -20.3% | -67.8% | +47.6% | -21.4% |
| YTD | -8.2% | -82.4% | +74.2% | -9.3% |
| 1Y | +6.7% | -94.7% | +101.4% | +5.9% |
| 3Y | +60.4% | -99.3% | +159.6% | +61.9% |
| All | +72.8% | -99.8% | +172.6% | +77.8% |
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