-98.0%
FCUV vs BB
+88.0%
-186.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +7.0% | -14.5% | -8.7% |
| 7D | -8.6% | -6.8% | -1.8% | -7.5% |
| 30D | -25.9% | -3.5% | -22.4% | -25.8% |
| 3M | -69.8% | -1.2% | -68.6% | -70.3% |
| 6M | -31.6% | +57.0% | -88.6% | -43.5% |
| YTD | -90.1% | +131.1% | -221.3% | -93.2% |
| 1Y | -98.0% | +87.6% | -185.6% | -98.2% |
| All | -98.0% | +88.0% | -186.0% | -98.2% |
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