-99.8%
FCUV vs SSNC
+19.2%
-119.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | +1.9% |
| 7D | -66.5% | -4.0% | -62.4% | -63.5% |
| 30D | +5.0% | +0.5% | +4.4% | +11.1% |
| 3M | +63.8% | +18.9% | +44.9% | +51.5% |
| 6M | -67.8% | +10.8% | -78.7% | -68.9% |
| YTD | -82.4% | -7.1% | -75.3% | -80.5% |
| 1Y | -94.7% | -9.6% | -85.1% | -94.1% |
| 3Y | -99.3% | +51.1% | -150.3% | -99.4% |
| All | -99.8% | +19.2% | -119.0% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling