-99.8%
FCUV vs BIDU
-44.1%
-55.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +2.9% |
| 7D | -66.5% | -8.1% | -58.4% | -63.7% |
| 30D | +5.0% | -12.8% | +17.8% | +14.4% |
| 3M | +63.8% | -21.3% | +85.1% | +84.6% |
| 6M | -67.8% | -27.0% | -40.9% | -63.7% |
| YTD | -82.4% | -30.0% | -52.4% | -79.9% |
| 1Y | -94.7% | -18.3% | -76.5% | -94.3% |
| 3Y | -99.3% | -33.8% | -65.4% | -99.2% |
| All | -99.8% | -44.1% | -55.8% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 5y: compounded portfolio wealth divided by compounded BIDU 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…
5y analysis · Full analysis span regression · 6 months rolling