-80.5%
FCUV vs BRO
-24.4%
-56.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.6% | -12.1% | -13.6% |
| 7D | +62.8% | -2.6% | +65.4% | +63.1% |
| 30D | +66.5% | +0.9% | +65.6% | +66.3% |
| 3M | +459.9% | +24.8% | +435.2% | +399.6% |
| 6M | -12.4% | -0.1% | -12.3% | -21.3% |
| YTD | -47.5% | -9.7% | -37.8% | -53.8% |
| 1Y | -80.5% | -24.5% | -56.0% | -82.7% |
| All | -80.5% | -24.4% | -56.1% | -82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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