+13.0%
HSY vs FCUV
-99.9%
+112.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.8% | +1.2% |
| 7D | -0.4% | -72.0% | +71.6% | -0.4% |
| 30D | -3.4% | -8.0% | +4.6% | -3.4% |
| 3M | -0.5% | +66.3% | -66.8% | -0.4% |
| 6M | -19.1% | -75.3% | +56.1% | -18.9% |
| YTD | -2.1% | -83.0% | +80.9% | -1.7% |
| 1Y | -3.2% | -94.7% | +91.4% | -2.6% |
| 3Y | -8.8% | -99.3% | +90.5% | -9.4% |
| 5Y | +13.0% | -99.9% | +112.8% | +11.2% |
| All | +13.0% | -99.9% | +112.8% | +11.2% |
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