-53.6%
BSX vs FCUV
-98.1%
+44.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -7.5% | +12.8% | +5.4% |
| 7D | +8.0% | -8.6% | +16.6% | +8.0% |
| 30D | +8.1% | -25.9% | +34.0% | +8.2% |
| 3M | -6.7% | -69.8% | +63.2% | -6.4% |
| 6M | -19.4% | -31.6% | +12.2% | -21.1% |
| YTD | -51.9% | -90.1% | +38.2% | -52.2% |
| 1Y | -53.6% | -98.0% | +44.3% | -54.9% |
| All | -53.6% | -98.1% | +44.5% | -54.9% |
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