-11.0%
BA vs FCUV
-98.0%
+87.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.1% | +0.6% |
| 7D | 0.0% | -15.3% | +15.4% | 0.0% |
| 30D | -8.9% | -29.7% | +20.8% | -9.1% |
| 3M | -25.5% | -54.5% | +29.0% | -25.5% |
| 6M | -27.0% | -26.7% | -0.2% | -25.4% |
| YTD | -20.1% | -91.0% | +70.8% | -19.2% |
| 1Y | -11.0% | -98.0% | +87.0% | -15.3% |
| All | -11.0% | -98.0% | +87.0% | -15.3% |
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