-94.7%
FCUV vs BUD
+33.5%
-128.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | -72.0% | -3.2% | -68.8% | -70.6% |
| 30D | -8.0% | -3.7% | -4.3% | -3.1% |
| 3M | +66.3% | -4.4% | +70.7% | +80.8% |
| 6M | -75.3% | +7.7% | -83.0% | -73.9% |
| YTD | -83.0% | +23.1% | -106.0% | -82.6% |
| 1Y | -94.7% | +33.6% | -128.3% | -93.6% |
| All | -94.7% | +33.5% | -128.2% | -93.6% |
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