-80.5%
FCUV vs SM
+36.8%
-117.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -3.1% | -10.6% | -11.7% |
| 7D | +62.8% | -0.5% | +63.3% | +63.6% |
| 30D | +66.5% | +25.6% | +40.9% | +45.8% |
| 3M | +459.9% | +8.0% | +451.9% | +425.4% |
| 6M | -12.4% | +50.8% | -63.2% | -20.0% |
| YTD | -47.5% | +97.9% | -145.4% | -53.8% |
| 1Y | -80.5% | +33.8% | -114.3% | -81.4% |
| All | -80.5% | +36.8% | -117.3% | -81.4% |
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