-8.6%
BN vs FCUV
-81.1%
+72.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -13.7% | +13.4% | -0.2% |
| 7D | -2.5% | +62.8% | -65.3% | -2.6% |
| 30D | -9.5% | +66.5% | -76.0% | -9.7% |
| 3M | -10.4% | +459.9% | -470.3% | -11.7% |
| 6M | -6.4% | -12.4% | +6.0% | -5.7% |
| YTD | -11.9% | -47.5% | +35.7% | -10.3% |
| 1Y | -8.6% | -80.5% | +71.9% | -4.7% |
| All | -8.6% | -81.1% | +72.5% | -4.7% |
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