-99.9%
FCUV vs BUD
+44.7%
-144.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -2.2% | -4.8% | -6.2% |
| 7D | -63.8% | -1.3% | -62.4% | -63.3% |
| 30D | -14.7% | -6.1% | -8.5% | -12.0% |
| 3M | +65.3% | -3.8% | +69.1% | +70.3% |
| 6M | -68.5% | +8.2% | -76.7% | -68.5% |
| YTD | -83.0% | +23.6% | -106.6% | -83.7% |
| 1Y | -94.4% | +33.4% | -127.8% | -94.7% |
| 3Y | -99.3% | +45.3% | -144.6% | -99.3% |
| 5Y | -99.9% | +44.3% | -144.1% | -99.9% |
| All | -99.9% | +44.7% | -144.6% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling