-95.6%
FCUV vs BBWI
-53.9%
-41.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -3.1% | -62.1% | -64.9% |
| 7D | -47.9% | +1.6% | -49.5% | -47.7% |
| 30D | +13.7% | -6.2% | +19.9% | +14.7% |
| 3M | +97.0% | +4.3% | +92.7% | +97.3% |
| 6M | -66.1% | -7.2% | -58.9% | -65.9% |
| YTD | -81.8% | -3.0% | -78.7% | -81.7% |
| 1Y | -93.3% | -30.8% | -62.5% | -93.1% |
| 3Y | -99.2% | -43.4% | -55.8% | -99.2% |
| 5Y | -99.9% | -66.7% | -33.1% | -99.8% |
| 10Y | -98.5% | -55.7% | -42.9% | -98.4% |
| All | -95.6% | -53.9% | -41.7% | -95.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling