-97.7%
FCUV vs SWK
+15.2%
-112.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.9% | -14.6% | -13.8% |
| 7D | +62.8% | -0.4% | +63.3% | +62.9% |
| 30D | +66.5% | -5.7% | +72.2% | +67.2% |
| 3M | +459.9% | +24.1% | +435.9% | +416.9% |
| 6M | -12.4% | +24.7% | -37.1% | -19.2% |
| YTD | -47.5% | +33.9% | -81.5% | -53.0% |
| 1Y | -80.5% | +34.7% | -115.2% | -82.8% |
| All | -97.7% | +15.2% | -112.9% | -98.3% |
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