-95.9%
FCUV vs BIDU
-63.1%
-32.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.6% | -6.5% | -6.9% |
| 7D | -63.8% | -2.4% | -61.3% | -62.5% |
| 30D | -14.7% | -16.0% | +1.3% | -9.3% |
| 3M | +65.3% | -24.0% | +89.3% | +78.7% |
| 6M | -68.5% | -24.9% | -43.6% | -66.2% |
| YTD | -83.0% | -29.6% | -53.5% | -81.6% |
| 1Y | -94.4% | -15.2% | -79.3% | -94.1% |
| 3Y | -99.3% | -32.2% | -67.1% | -99.2% |
| 5Y | -99.9% | -43.8% | -56.1% | -99.9% |
| 10Y | -98.6% | -49.5% | -49.2% | -98.6% |
| All | -95.9% | -63.1% | -32.8% | -96.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling