-8.8%
SMCI vs FCUV
-94.5%
+85.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.3% | +4.0% | +7.3% |
| 7D | +1.3% | -66.5% | +67.8% | +1.5% |
| 30D | +6.6% | +5.0% | +1.6% | +6.4% |
| 3M | +25.4% | +63.8% | -38.4% | +24.2% |
| 6M | +26.1% | -67.8% | +94.0% | +27.3% |
| YTD | +37.0% | -82.4% | +119.4% | +41.7% |
| 1Y | -8.8% | -94.7% | +86.0% | -1.3% |
| All | -8.8% | -94.5% | +85.7% | -1.3% |
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