+111.8%
BHP vs FCUV
-99.8%
+211.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.3% | -3.5% | -0.2% |
| 7D | -3.6% | -66.5% | +62.9% | -3.6% |
| 30D | -1.2% | +5.0% | -6.2% | -1.2% |
| 3M | +1.2% | +63.8% | -62.6% | +1.1% |
| 6M | +21.4% | -67.8% | +89.2% | +23.3% |
| YTD | +50.4% | -82.4% | +132.8% | +53.7% |
| 1Y | +67.5% | -94.7% | +162.2% | +73.7% |
| 3Y | +72.8% | -99.3% | +172.1% | +85.7% |
| All | +111.8% | -99.8% | +211.6% | +138.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling