-19.8%
HD vs FCUV
-81.1%
+61.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -13.7% | +14.6% | +0.9% |
| 7D | -2.1% | +62.8% | -64.9% | -2.1% |
| 30D | -8.4% | +66.5% | -74.9% | -8.4% |
| 3M | +4.3% | +459.9% | -455.6% | +4.4% |
| 6M | -11.1% | -12.4% | +1.2% | -9.1% |
| YTD | -4.7% | -47.5% | +42.9% | -2.0% |
| 1Y | -19.8% | -80.5% | +60.7% | -15.0% |
| All | -19.8% | -81.1% | +61.3% | -15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling