-99.3%
FCUV vs BUD
+44.4%
-143.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -2.2% | -4.8% | -6.6% |
| 7D | -63.8% | -1.3% | -62.4% | -63.5% |
| 30D | -14.7% | -6.1% | -8.5% | -13.4% |
| 3M | +65.3% | -3.8% | +69.1% | +68.7% |
| 6M | -68.5% | +8.2% | -76.7% | -67.4% |
| YTD | -83.0% | +23.6% | -106.6% | -82.0% |
| 1Y | -94.4% | +33.4% | -127.8% | -94.0% |
| All | -99.3% | +44.4% | -143.7% | -99.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling