+47.4%
JHX vs FCUV
-98.1%
+145.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -7.5% | +15.8% | +8.3% |
| 7D | +13.3% | -8.6% | +21.8% | +13.3% |
| 30D | +17.1% | -25.9% | +43.1% | +17.1% |
| 3M | +4.1% | -69.8% | +73.9% | +4.2% |
| 6M | +48.5% | -31.6% | +80.1% | +50.4% |
| YTD | +42.3% | -90.1% | +132.4% | +47.2% |
| 1Y | +47.4% | -98.0% | +145.4% | +54.2% |
| All | +47.4% | -98.1% | +145.5% | +54.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling