+244.5%
THC vs FCUV
-99.8%
+344.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -65.2% | +63.0% | -2.1% |
| 7D | -2.6% | -47.9% | +45.4% | -2.5% |
| 30D | -1.2% | +13.7% | -14.8% | -1.3% |
| 3M | +58.9% | +97.0% | -38.1% | +56.5% |
| 6M | +9.3% | -66.1% | +75.4% | +8.8% |
| YTD | +30.4% | -81.8% | +112.1% | +30.6% |
| 1Y | +34.6% | -93.3% | +127.9% | +36.2% |
| 3Y | +246.7% | -99.2% | +345.9% | +266.1% |
| 5Y | +244.5% | -99.9% | +344.4% | +281.8% |
| All | +244.5% | -99.8% | +344.4% | +281.8% |
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