+6.2%
HD vs FCUV
-99.9%
+106.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.0% | +6.0% | -1.0% |
| 7D | -1.8% | -63.8% | +61.9% | -1.6% |
| 30D | -10.8% | -14.7% | +3.8% | -11.0% |
| 3M | -2.7% | +65.3% | -68.0% | -4.5% |
| 6M | -10.3% | -68.5% | +58.2% | -10.1% |
| YTD | -7.8% | -83.0% | +75.2% | -6.8% |
| 1Y | -23.1% | -94.4% | +71.3% | -21.1% |
| 3Y | +2.0% | -99.3% | +101.3% | +8.9% |
| 5Y | +6.2% | -99.9% | +106.1% | +19.2% |
| All | +6.2% | -99.9% | +106.1% | +19.2% |
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