+42.3%
JHX vs FCUV
-94.5%
+136.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.3% | -2.3% | +1.0% |
| 7D | -6.3% | -66.5% | +60.2% | -6.3% |
| 30D | -7.7% | +5.0% | -12.7% | -7.7% |
| 3M | +19.2% | +63.8% | -44.6% | +20.0% |
| 6M | +38.3% | -67.8% | +106.1% | +41.8% |
| YTD | +37.2% | -82.4% | +119.6% | +41.0% |
| 1Y | +42.3% | -94.7% | +137.0% | +50.5% |
| All | +42.3% | -94.5% | +136.7% | +50.5% |
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