-95.6%
FCUV vs SSNC
+262.7%
-358.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -3.8% | -61.4% | -64.3% |
| 7D | -47.9% | -1.8% | -46.1% | -46.7% |
| 30D | +13.7% | +1.9% | +11.7% | +15.4% |
| 3M | +97.0% | +18.4% | +78.6% | +93.1% |
| 6M | -66.1% | +7.0% | -73.1% | -66.1% |
| YTD | -81.8% | -6.9% | -74.8% | -81.2% |
| 1Y | -93.3% | -8.2% | -85.1% | -93.1% |
| 3Y | -99.2% | +50.5% | -149.7% | -99.2% |
| 5Y | -99.9% | +17.4% | -117.2% | -99.9% |
| 10Y | -98.5% | +164.9% | -263.5% | -98.4% |
| All | -95.6% | +262.7% | -358.3% | -95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling