+993.6%
SMCI vs FCUV
-95.9%
+1,089.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.4% | -4.0% |
| 7D | -1.3% | -72.0% | +70.7% | -1.1% |
| 30D | +18.3% | -8.0% | +26.3% | +18.1% |
| 3M | +27.7% | +66.3% | -38.6% | +25.9% |
| 6M | +17.6% | -75.3% | +92.9% | +16.4% |
| YTD | +27.7% | -83.0% | +110.7% | +26.5% |
| 1Y | -14.9% | -94.7% | +79.8% | -15.5% |
| 3Y | +33.2% | -99.3% | +132.5% | +32.1% |
| 5Y | +921.6% | -99.9% | +1,021.4% | +912.5% |
| 10Y | +1,672.4% | -98.6% | +1,771.0% | +1,742.0% |
| All | +993.6% | -95.9% | +1,089.5% | +1,094.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling