+517.3%
THC vs FCUV
-97.7%
+615.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.1% | -3.2% | +0.9% |
| 7D | +0.2% | -4.7% | +4.9% | +0.2% |
| 30D | +9.0% | -23.2% | +32.2% | +9.0% |
| 3M | +12.9% | -49.2% | +62.1% | +12.9% |
| 6M | +52.8% | -9.2% | +62.1% | +54.3% |
| YTD | +47.4% | -90.6% | +138.0% | +48.2% |
| 1Y | +47.7% | -97.9% | +145.6% | +48.0% |
| 3Y | +444.7% | -99.5% | +544.2% | +446.7% |
| 5Y | +269.3% | -99.9% | +369.1% | +270.1% |
| 10Y | +1,913.5% | -99.2% | +2,012.8% | +2,045.3% |
| All | +517.3% | -97.7% | +615.0% | +573.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling