-80.5%
FCUV vs BTG
+38.4%
-118.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.4% | -12.3% | -14.2% |
| 7D | +62.8% | -0.9% | +63.7% | +60.6% |
| 30D | +66.5% | +36.8% | +29.7% | +102.1% |
| 3M | +459.9% | +23.1% | +436.8% | +623.7% |
| 6M | -12.4% | +3.5% | -15.8% | +19.9% |
| YTD | -47.5% | +25.5% | -73.0% | -37.2% |
| 1Y | -80.5% | +40.1% | -120.6% | -70.9% |
| All | -80.5% | +38.4% | -118.9% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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