-8.8%
BA vs FCUV
-93.2%
+84.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -65.2% | +64.5% | -1.0% |
| 7D | +2.5% | -47.9% | +50.4% | +2.4% |
| 30D | -10.1% | +13.7% | -23.8% | -9.8% |
| 3M | -2.4% | +97.0% | -99.4% | -0.2% |
| 6M | -8.8% | -66.1% | +57.3% | -6.5% |
| YTD | -2.9% | -81.8% | +78.8% | -0.8% |
| 1Y | -8.8% | -93.3% | +84.5% | -10.4% |
| All | -8.8% | -93.2% | +84.4% | -10.4% |
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