+48.6%
SGI vs FCUV
-99.2%
+147.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.1% |
| 7D | -4.9% | -72.0% | +67.1% | -4.9% |
| 30D | +1.6% | -8.0% | +9.6% | +1.7% |
| 3M | -3.2% | +66.3% | -69.4% | -2.5% |
| 6M | -16.0% | -75.3% | +59.3% | -14.6% |
| YTD | -25.4% | -83.0% | +57.5% | -24.1% |
| 1Y | -21.6% | -94.7% | +73.1% | -19.9% |
| All | +48.6% | -99.2% | +147.8% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 2023-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FCUV 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling