-80.5%
FCUV vs BAM
-8.8%
-71.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.6% | -14.3% | -14.0% |
| 7D | +62.8% | -2.0% | +64.8% | +63.9% |
| 30D | +66.5% | -2.9% | +69.4% | +67.6% |
| 3M | +459.9% | +9.4% | +450.6% | +431.2% |
| 6M | -12.4% | +10.8% | -23.1% | -16.9% |
| YTD | -47.5% | -0.4% | -47.1% | -47.2% |
| 1Y | -80.5% | -10.9% | -69.6% | -78.8% |
| All | -80.5% | -8.8% | -71.7% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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