-98.6%
FCUV vs BUD
-22.3%
-76.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.7% | +2.5% | +3.1% |
| 7D | -66.5% | -2.6% | -63.8% | -66.1% |
| 30D | +5.0% | -1.2% | +6.2% | +5.8% |
| 3M | +63.8% | -4.9% | +68.7% | +67.5% |
| 6M | -67.8% | +9.3% | -77.1% | -68.1% |
| YTD | -82.4% | +24.0% | -106.4% | -83.1% |
| 1Y | -94.7% | +34.5% | -129.3% | -95.0% |
| 3Y | -99.3% | +43.7% | -142.9% | -99.3% |
| 5Y | -99.9% | +46.0% | -145.9% | -99.9% |
| All | -98.6% | -22.3% | -76.3% | -98.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling