-80.5%
FCUV vs BG
+50.1%
-130.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.2% | -12.5% | -12.0% |
| 7D | +62.8% | +2.8% | +60.0% | +57.1% |
| 30D | +66.5% | +12.0% | +54.5% | +43.1% |
| 3M | +459.9% | -7.7% | +467.6% | +479.3% |
| 6M | -12.4% | +4.5% | -16.9% | -17.0% |
| YTD | -47.5% | +35.7% | -83.2% | -58.6% |
| 1Y | -80.5% | +50.1% | -130.6% | -84.8% |
| All | -80.5% | +50.1% | -130.6% | -84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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