-97.9%
FCUV vs SWK
+64.7%
-162.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.8% |
| 7D | -13.0% | +11.0% | -24.0% | -14.0% |
| 30D | -36.9% | +30.1% | -66.9% | -38.8% |
| 3M | -65.3% | +14.7% | -80.0% | -65.8% |
| 6M | -32.9% | +44.5% | -77.4% | -36.4% |
| YTD | -91.2% | +59.4% | -150.6% | -91.8% |
| 1Y | -98.2% | +77.5% | -175.7% | -98.4% |
| 3Y | -99.6% | +49.5% | -149.0% | -99.6% |
| 5Y | -99.9% | -24.9% | -75.0% | -99.9% |
| 10Y | -99.3% | +31.8% | -131.1% | -99.3% |
| All | -97.9% | +64.7% | -162.6% | -97.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling