+114.7%
SMTC vs FCUV
-99.9%
+214.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -2.9% |
| 7D | +17.5% | -72.0% | +89.5% | +18.5% |
| 30D | +21.3% | -8.0% | +29.3% | +20.3% |
| 3M | +3.1% | +66.3% | -63.1% | -3.4% |
| 6M | +81.7% | -75.3% | +157.0% | +80.2% |
| YTD | +115.9% | -83.0% | +198.9% | +116.4% |
| 1Y | +157.8% | -94.7% | +252.5% | +169.3% |
| 3Y | +557.3% | -99.3% | +656.6% | +619.7% |
| 5Y | +114.7% | -99.9% | +214.5% | +158.7% |
| All | +114.7% | -99.9% | +214.5% | +158.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling