-99.8%
FCUV vs BAM
+71.9%
-171.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -3.4% | -61.8% | -63.1% |
| 7D | -47.9% | -1.6% | -46.3% | -45.3% |
| 30D | +13.7% | -6.0% | +19.6% | +21.1% |
| 3M | +97.0% | +7.3% | +89.7% | +94.8% |
| 6M | -66.1% | +8.2% | -74.3% | -67.2% |
| YTD | -81.8% | -3.8% | -77.9% | -81.1% |
| 1Y | -93.3% | -10.7% | -82.6% | -92.7% |
| 3Y | -99.2% | +55.3% | -154.6% | -99.4% |
| All | -99.8% | +71.9% | -171.7% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling