-99.3%
FCUV vs SSNC
+46.7%
-146.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.9% |
| 7D | -72.0% | -6.7% | -65.2% | -68.8% |
| 30D | -8.0% | -0.8% | -7.2% | -1.2% |
| 3M | +66.3% | +16.1% | +50.2% | +58.4% |
| 6M | -75.3% | +7.9% | -83.2% | -75.2% |
| YTD | -83.0% | -8.7% | -74.3% | -80.7% |
| 1Y | -94.7% | -9.5% | -85.2% | -93.9% |
| All | -99.3% | +46.7% | -146.0% | -99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 3y: compounded portfolio wealth divided by compounded SSNC 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…
3y analysis · Full analysis span regression · 6 months rolling