-55.4%
BSX vs FCUV
-81.1%
+25.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -13.7% | +15.5% | +1.9% |
| 7D | +2.0% | +62.8% | -60.8% | +1.8% |
| 30D | +0.1% | +66.5% | -66.4% | -0.2% |
| 3M | -2.1% | +459.9% | -462.1% | -4.8% |
| 6M | -33.8% | -12.4% | -21.4% | -35.4% |
| YTD | -49.9% | -47.5% | -2.3% | -50.8% |
| 1Y | -55.4% | -80.5% | +25.1% | -56.6% |
| All | -55.4% | -81.1% | +25.7% | -56.6% |
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