-99.6%
FCUV vs SWK
-38.7%
-60.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.9% | -14.6% | -13.9% |
| 7D | +62.8% | -0.4% | +63.3% | +63.1% |
| 30D | +66.5% | -5.7% | +72.2% | +68.2% |
| 3M | +459.9% | +24.1% | +435.9% | +403.8% |
| 6M | -12.4% | +24.7% | -37.1% | -21.7% |
| YTD | -47.5% | +33.9% | -81.5% | -54.7% |
| 1Y | -80.5% | +34.7% | -115.2% | -83.4% |
| 3Y | -97.6% | +15.3% | -112.9% | -98.0% |
| All | -99.6% | -38.7% | -60.8% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling