+71.2%
BKR vs FCUV
-99.2%
+170.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.3% | -3.8% | -0.6% |
| 7D | -7.0% | -66.5% | +59.5% | -6.7% |
| 30D | -8.1% | +5.0% | -13.1% | -8.4% |
| 3M | -6.6% | +63.8% | -70.4% | -8.5% |
| 6M | +0.9% | -67.8% | +68.7% | +0.3% |
| YTD | +31.1% | -82.4% | +113.5% | +31.2% |
| 1Y | +27.7% | -94.7% | +122.4% | +29.5% |
| 3Y | +71.2% | -99.3% | +170.5% | +65.5% |
| All | +71.2% | -99.2% | +170.4% | +65.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling