-80.5%
FCUV vs BNS
+50.5%
-131.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.2% | -12.5% | -13.2% |
| 7D | +62.8% | +1.5% | +61.3% | +62.4% |
| 30D | +66.5% | +6.0% | +60.6% | +64.4% |
| 3M | +459.9% | +16.3% | +443.6% | +436.5% |
| 6M | -12.4% | +27.3% | -39.7% | -20.2% |
| YTD | -47.5% | +28.5% | -76.0% | -51.3% |
| 1Y | -80.5% | +49.0% | -129.5% | -81.2% |
| All | -80.5% | +50.5% | -131.0% | -81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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