+459.9%
FCUV vs BWA
-10.1%
+470.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +2.8% | -16.4% | -8.5% |
| 7D | +62.8% | +5.7% | +57.2% | +78.7% |
| 30D | +66.5% | +1.4% | +65.1% | +77.1% |
| 3M | +459.9% | -12.1% | +472.0% | +442.1% |
| All | +459.9% | -10.1% | +470.1% | +442.1% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling