-98.2%
FCUV vs BUD
-2.1%
-96.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +1.1% | +134.9% | +135.7% |
| 7D | +148.8% | +1.0% | +147.8% | +148.4% |
| 30D | +95.0% | +6.7% | +88.4% | +91.3% |
| 3M | +27.8% | +5.7% | +22.1% | +26.0% |
| 6M | +121.0% | +5.8% | +115.2% | +119.0% |
| YTD | -78.1% | +34.4% | -112.5% | -79.5% |
| 1Y | -94.3% | +33.3% | -127.5% | -94.6% |
| 3Y | -98.9% | +48.8% | -147.7% | -99.0% |
| 5Y | -99.7% | +52.5% | -152.2% | -99.7% |
| All | -98.2% | -2.1% | -96.1% | -98.2% |
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