-97.9%
FCUV vs BRKR
+54.4%
-152.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.8% | +4.2% |
| 7D | -4.7% | -2.2% | -2.5% | -5.0% |
| 30D | -23.2% | +11.0% | -34.1% | -20.7% |
| 3M | -49.2% | +9.5% | -58.7% | -47.6% |
| 6M | -9.2% | +44.5% | -53.7% | -17.9% |
| YTD | -90.6% | +32.9% | -123.5% | -91.2% |
| 1Y | -97.9% | +50.2% | -148.1% | -98.2% |
| All | -97.9% | +54.4% | -152.3% | -98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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