-80.5%
FCUV vs BR
-29.1%
-51.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -3.4% | -10.3% | -14.2% |
| 7D | +62.8% | -5.3% | +68.1% | +61.1% |
| 30D | +66.5% | +6.4% | +60.1% | +70.2% |
| 3M | +459.9% | +13.6% | +446.3% | +477.9% |
| 6M | -12.4% | -6.7% | -5.7% | -18.3% |
| YTD | -47.5% | -21.1% | -26.4% | -54.2% |
| 1Y | -80.5% | -29.6% | -50.9% | -81.0% |
| All | -80.5% | -29.1% | -51.4% | -81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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