-94.7%
FCUV vs BWA
+55.6%
-150.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.5% | +1.8% | +4.0% |
| 7D | -66.5% | -1.3% | -65.2% | -67.4% |
| 30D | +5.0% | -2.9% | +7.9% | +0.8% |
| 3M | +63.8% | -10.7% | +74.5% | +63.8% |
| 6M | -67.8% | +26.5% | -94.3% | -68.0% |
| YTD | -82.4% | +49.1% | -131.5% | -85.7% |
| 1Y | -94.7% | +52.1% | -146.8% | -95.8% |
| All | -94.7% | +55.6% | -150.3% | -95.8% |
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