+179.3%
HOOD vs FCUV
-99.9%
+279.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.0% | +5.3% | -1.6% |
| 7D | +7.7% | -63.8% | +71.5% | +8.8% |
| 30D | +22.0% | -14.7% | +36.6% | +21.6% |
| 3M | +37.6% | +65.3% | -27.7% | +29.3% |
| 6M | +45.3% | -68.5% | +113.8% | +44.2% |
| YTD | +1.9% | -83.0% | +85.0% | +4.7% |
| 1Y | -2.7% | -94.4% | +91.7% | +4.5% |
| 3Y | +973.4% | -99.3% | +1,072.6% | +1,135.1% |
| 5Y | +179.3% | -99.9% | +279.1% | +283.9% |
| All | +179.3% | -99.9% | +279.1% | +283.9% |
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