+121.0%
FCUV vs BBWI
+16.7%
+104.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +1.5% | +134.5% | +135.1% |
| 7D | +148.8% | +0.1% | +148.6% | +149.4% |
| 30D | +95.0% | +12.9% | +82.2% | +79.6% |
| 3M | +27.8% | +16.0% | +11.8% | +18.7% |
| 6M | +121.0% | +16.6% | +104.4% | +119.0% |
| All | +121.0% | +16.7% | +104.2% | +119.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling