-80.5%
FCUV vs BWA
+59.1%
-139.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +2.8% | -16.4% | -11.9% |
| 7D | +62.8% | +5.7% | +57.2% | +68.2% |
| 30D | +66.5% | +1.4% | +65.1% | +70.0% |
| 3M | +459.9% | -12.1% | +472.0% | +473.0% |
| 6M | -12.4% | +28.6% | -40.9% | -9.9% |
| YTD | -47.5% | +51.1% | -98.6% | -55.1% |
| 1Y | -80.5% | +55.9% | -136.4% | -84.0% |
| All | -80.5% | +59.1% | -139.6% | -84.0% |
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