+360.5%
BE vs FCUV
-81.1%
+441.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -13.7% | +21.0% | +7.3% |
| 7D | +20.0% | +62.8% | -42.9% | +20.2% |
| 30D | +7.9% | +66.5% | -58.6% | +8.3% |
| 3M | -13.2% | +459.9% | -473.2% | -10.5% |
| 6M | +53.5% | -12.4% | +65.8% | +66.3% |
| YTD | +191.0% | -47.5% | +238.6% | +235.1% |
| 1Y | +360.5% | -80.5% | +441.0% | +437.3% |
| All | +360.5% | -81.1% | +441.6% | +437.3% |
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