-98.0%
FCUV vs BUD
+38.4%
-136.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +3.1% | -10.6% | -10.1% |
| 7D | -8.6% | +3.3% | -11.9% | -11.7% |
| 30D | -25.9% | +11.8% | -37.8% | -35.5% |
| 3M | -69.8% | -1.1% | -68.7% | -69.0% |
| 6M | -31.6% | +14.9% | -46.5% | -36.8% |
| YTD | -90.1% | +32.6% | -122.7% | -93.3% |
| 1Y | -98.0% | +37.2% | -135.2% | -98.7% |
| All | -98.0% | +38.4% | -136.3% | -98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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