-98.0%
FCUV vs BBWI
+2.4%
-100.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +4.1% | -11.6% | -7.8% |
| 7D | -8.6% | +8.8% | -17.4% | -9.3% |
| 30D | -25.9% | +34.8% | -60.7% | -28.5% |
| 3M | -69.8% | +12.9% | -82.7% | -70.1% |
| 6M | -31.6% | +29.6% | -61.2% | -31.3% |
| YTD | -90.1% | +20.8% | -110.9% | -89.8% |
| 1Y | -98.0% | +4.1% | -102.1% | -97.9% |
| All | -98.0% | +2.4% | -100.4% | -97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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