-99.3%
FCUV vs BB
+62.2%
-161.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +1.1% |
| 7D | -72.0% | -2.1% | -69.9% | -72.1% |
| 30D | -8.0% | -16.0% | +8.0% | -5.4% |
| 3M | +66.3% | -14.5% | +80.8% | +68.3% |
| 6M | -75.3% | +118.6% | -193.8% | -80.8% |
| YTD | -83.0% | +98.9% | -181.9% | -86.4% |
| 1Y | -94.7% | +99.5% | -194.1% | -95.6% |
| All | -99.3% | +62.2% | -161.4% | -99.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling