-99.5%
FCUV vs SWK
+53.8%
-153.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.7% | +4.8% | +4.2% |
| 7D | -4.7% | -2.3% | -2.4% | -4.5% |
| 30D | -23.2% | +30.4% | -53.6% | -25.8% |
| 3M | -49.2% | +12.1% | -61.3% | -49.7% |
| 6M | -9.2% | +49.1% | -58.3% | -17.8% |
| YTD | -90.6% | +60.4% | -151.0% | -91.7% |
| 1Y | -97.9% | +78.3% | -176.2% | -98.2% |
| All | -99.5% | +53.8% | -153.3% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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