+84.2%
JNJ vs FCUV
-99.8%
+184.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.3% | -3.5% | -0.3% |
| 7D | -3.5% | -66.5% | +63.0% | -3.4% |
| 30D | +2.3% | +5.0% | -2.7% | +2.3% |
| 3M | +12.0% | +63.8% | -51.8% | +11.5% |
| 6M | +10.5% | -67.8% | +78.3% | +10.0% |
| YTD | +30.4% | -82.4% | +112.8% | +29.8% |
| 1Y | +52.1% | -94.7% | +146.9% | +51.5% |
| 3Y | +77.8% | -99.3% | +177.1% | +77.5% |
| All | +84.2% | -99.8% | +184.0% | +85.5% |
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 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