-1.0%
HL vs FCUV
-68.1%
+67.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -7.0% | +8.9% | +1.8% |
| 7D | +0.4% | -63.8% | +64.1% | -0.1% |
| 30D | +18.8% | -14.7% | +33.5% | +19.4% |
| 3M | +43.7% | +65.3% | -21.6% | +52.8% |
| 6M | -1.0% | -68.5% | +67.4% | +8.8% |
| All | -1.0% | -68.1% | +67.0% | +8.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling