+56.9%
BNY vs FCUV
-94.5%
+151.3%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.2% | 0.0% |
| 7D | -1.3% | -66.5% | +65.1% | -1.2% |
| 30D | -0.2% | +5.0% | -5.1% | -0.2% |
| 3M | +14.9% | +63.8% | -48.9% | +14.6% |
| 6M | +40.0% | -67.8% | +107.8% | +41.8% |
| YTD | +42.0% | -82.4% | +124.4% | +44.9% |
| 1Y | +56.9% | -94.7% | +151.6% | +63.6% |
| All | +56.9% | -94.5% | +151.3% | +63.6% |
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