-95.6%
FCUV vs BLDR
+948.2%
-1,043.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -4.9% | -60.4% | -64.2% |
| 7D | -47.9% | -0.3% | -47.6% | -46.8% |
| 30D | +13.7% | -16.2% | +29.9% | +19.5% |
| 3M | +97.0% | -14.4% | +111.4% | +105.4% |
| 6M | -66.1% | -32.8% | -33.3% | -62.8% |
| YTD | -81.8% | -39.2% | -42.6% | -79.6% |
| 1Y | -93.3% | -57.7% | -35.6% | -92.0% |
| 3Y | -99.2% | -55.3% | -43.9% | -99.1% |
| 5Y | -99.9% | +15.6% | -115.5% | -99.9% |
| 10Y | -98.5% | +359.8% | -458.3% | -99.1% |
| All | -95.6% | +948.2% | -1,043.8% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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