+3.1%
HD vs FCUV
-99.2%
+102.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -65.2% | +62.9% | -2.2% |
| 7D | -1.2% | -47.9% | +46.8% | -1.1% |
| 30D | -11.1% | +13.7% | -24.8% | -11.2% |
| 3M | +2.0% | +97.0% | -95.0% | +1.4% |
| 6M | -10.5% | -66.1% | +55.7% | -10.0% |
| YTD | -6.9% | -81.8% | +74.9% | -6.1% |
| 1Y | -23.2% | -93.3% | +70.1% | -22.1% |
| 3Y | +3.1% | -99.2% | +102.3% | +9.4% |
| All | +3.1% | -99.2% | +102.2% | +9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling