+55.5%
JHX vs FCUV
-81.1%
+136.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -13.7% | +16.2% | +2.6% |
| 7D | +1.5% | +62.8% | -61.3% | +1.6% |
| 30D | +7.2% | +66.5% | -59.3% | +7.3% |
| 3M | +29.9% | +459.9% | -430.0% | +30.5% |
| 6M | +35.4% | -12.4% | +47.7% | +38.8% |
| YTD | +46.5% | -47.5% | +94.0% | +50.0% |
| 1Y | +55.5% | -80.5% | +136.0% | +58.6% |
| All | +55.5% | -81.1% | +136.6% | +58.6% |
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