-99.8%
FCUV vs SNY
+9.4%
-109.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.1% | +3.2% |
| 7D | -66.5% | -3.3% | -63.1% | -65.6% |
| 30D | +5.0% | -2.2% | +7.1% | +7.4% |
| 3M | +63.8% | -3.0% | +66.8% | +67.4% |
| 6M | -67.8% | +2.7% | -70.6% | -67.9% |
| YTD | -82.4% | -6.8% | -75.6% | -81.8% |
| 1Y | -94.7% | -5.3% | -89.5% | -94.6% |
| 3Y | -99.3% | -9.8% | -89.5% | -99.2% |
| All | -99.8% | +9.4% | -109.3% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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