+309.8%
BE vs FCUV
-94.5%
+404.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +3.3% | +3.4% | +6.7% |
| 7D | +9.0% | -66.5% | +75.5% | +8.7% |
| 30D | +16.3% | +5.0% | +11.3% | +16.5% |
| 3M | +10.8% | +63.8% | -53.0% | +14.2% |
| 6M | +73.2% | -67.8% | +141.0% | +85.8% |
| YTD | +217.4% | -82.4% | +299.8% | +260.7% |
| 1Y | +309.8% | -94.7% | +404.5% | +432.0% |
| All | +309.8% | -94.5% | +404.2% | +432.0% |
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