-2.7%
SMCI vs FCUV
-81.1%
+78.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -13.7% | +18.2% | +4.6% |
| 7D | +6.8% | +62.8% | -56.1% | +6.6% |
| 30D | +30.6% | +66.5% | -35.9% | +30.3% |
| 3M | -15.6% | +459.9% | -475.5% | -16.8% |
| 6M | +21.3% | -12.4% | +33.6% | +23.0% |
| YTD | +35.3% | -47.5% | +82.8% | +41.0% |
| 1Y | -2.7% | -80.5% | +77.8% | +2.2% |
| All | -2.7% | -81.1% | +78.4% | +2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling