-99.9%
FCUV vs BWA
+86.5%
-186.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.3% |
| 7D | -72.0% | -0.1% | -71.9% | -71.7% |
| 30D | -8.0% | -5.5% | -2.5% | -6.2% |
| 3M | +66.3% | -7.6% | +73.9% | +70.2% |
| 6M | -75.3% | +25.0% | -100.3% | -78.1% |
| YTD | -83.0% | +47.0% | -129.9% | -86.7% |
| 1Y | -94.7% | +54.0% | -148.6% | -95.9% |
| 3Y | -99.3% | +70.7% | -169.9% | -99.5% |
| 5Y | -99.9% | +86.7% | -186.5% | -99.9% |
| All | -99.9% | +86.5% | -186.4% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling