-98.0%
FCUV vs BTG
+24.4%
-122.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +8.7% | -16.2% | -3.6% |
| 7D | -8.6% | -0.2% | -8.4% | -8.3% |
| 30D | -25.9% | -0.8% | -25.1% | -25.8% |
| 3M | -69.8% | +31.8% | -101.6% | -61.4% |
| 6M | -31.6% | +20.4% | -52.0% | -13.0% |
| YTD | -90.1% | +14.7% | -104.8% | -87.7% |
| 1Y | -98.0% | +29.4% | -127.3% | -97.5% |
| All | -98.0% | +24.4% | -122.4% | -97.5% |
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