-87.2%
FCUV vs BUD
-6.5%
-80.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.2% | -13.8% | -13.7% |
| 7D | +62.8% | +0.3% | +62.6% | +62.8% |
| 30D | +66.5% | -5.7% | +72.2% | +68.6% |
| 3M | +459.9% | +3.1% | +456.8% | +460.3% |
| 6M | -12.4% | +7.9% | -20.2% | -13.1% |
| YTD | -47.5% | +27.3% | -74.9% | -49.4% |
| 1Y | -80.5% | +37.8% | -118.3% | -81.4% |
| 3Y | -97.6% | +49.8% | -147.5% | -97.8% |
| 5Y | -99.5% | +43.8% | -143.4% | -99.6% |
| 10Y | -95.8% | -22.6% | -73.1% | -96.0% |
| All | -87.2% | -6.5% | -80.8% | -87.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling