-80.5%
FCUV vs BB
+105.3%
-185.8%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | 0.0% | -13.7% | -13.7% |
| 7D | +62.8% | -5.6% | +68.5% | +65.4% |
| 30D | +66.5% | -11.8% | +78.3% | +71.1% |
| 3M | +459.9% | -25.5% | +485.5% | +504.3% |
| 6M | -12.4% | +121.3% | -133.6% | -52.5% |
| YTD | -47.5% | +103.2% | -150.7% | -69.1% |
| 1Y | -80.5% | +102.6% | -183.1% | -84.7% |
| All | -80.5% | +105.3% | -185.8% | -84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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