-98.0%
FCUV vs BWA
+17.4%
-115.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -2.5% | -5.0% | -8.7% |
| 7D | -8.6% | -9.9% | +1.3% | -13.4% |
| 30D | -25.9% | -16.4% | -9.6% | -32.6% |
| 3M | -69.8% | -19.8% | -50.0% | -73.3% |
| 6M | -31.6% | -10.0% | -21.7% | -40.4% |
| YTD | -90.1% | +12.7% | -102.9% | -92.8% |
| 1Y | -98.0% | +15.7% | -113.6% | -98.6% |
| All | -98.0% | +17.4% | -115.3% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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