+7.9%
ZBH vs FCUV
-98.1%
+106.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -7.5% | +21.0% | +13.5% |
| 7D | +14.3% | -8.6% | +22.8% | +14.3% |
| 30D | +20.3% | -25.9% | +46.2% | +20.3% |
| 3M | +15.3% | -69.8% | +85.1% | +15.3% |
| 6M | +33.9% | -31.6% | +65.6% | +35.1% |
| YTD | +23.5% | -90.1% | +113.6% | +23.8% |
| 1Y | +7.9% | -98.0% | +105.9% | +10.3% |
| All | +7.9% | -98.1% | +106.0% | +10.3% |
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