+433.9%
BTSG vs FCUV
-99.1%
+533.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.3% | -1.8% | +1.5% |
| 7D | -3.3% | -66.5% | +63.2% | -4.9% |
| 30D | -1.6% | +5.0% | -6.6% | -0.1% |
| 3M | -6.9% | +63.8% | -70.7% | +7.9% |
| 6M | +42.1% | -67.8% | +109.9% | +66.1% |
| YTD | +56.8% | -82.4% | +139.2% | +84.0% |
| 1Y | +109.8% | -94.7% | +204.6% | +148.3% |
| All | +433.9% | -99.1% | +533.0% | +537.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling