-94.7%
FCUV vs BAM
-12.8%
-81.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +1.2% |
| 7D | -72.0% | -6.1% | -65.9% | -69.3% |
| 30D | -8.0% | -13.8% | +5.8% | +5.0% |
| 3M | +66.3% | +4.4% | +61.9% | +72.2% |
| 6M | -75.3% | +6.4% | -81.7% | -74.7% |
| YTD | -83.0% | -7.1% | -75.9% | -81.2% |
| 1Y | -94.7% | -11.8% | -82.8% | -93.6% |
| All | -94.7% | -12.8% | -81.9% | -93.6% |
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