-98.0%
FCUV vs SM
+70.4%
-168.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -15.3% | +7.8% | +1.6% |
| 7D | -8.6% | -21.5% | +12.9% | +4.7% |
| 30D | -25.9% | -11.4% | -14.5% | -21.6% |
| 3M | -69.8% | +0.6% | -70.4% | -72.5% |
| 6M | -31.6% | +0.2% | -31.9% | -35.8% |
| YTD | -90.1% | +69.7% | -159.8% | -92.4% |
| 1Y | -98.0% | +71.6% | -169.5% | -98.4% |
| All | -98.0% | +70.4% | -168.4% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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