+440.4%
SN vs FCUV
-99.6%
+540.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.6% | -6.0% | -1.3% |
| 7D | +7.6% | -15.3% | +22.9% | +7.6% |
| 30D | +22.4% | -29.7% | +52.2% | +22.6% |
| 3M | +21.7% | -54.5% | +76.2% | +21.7% |
| 6M | +102.8% | -26.7% | +129.6% | +100.8% |
| YTD | +102.4% | -91.0% | +193.4% | +107.3% |
| 1Y | +139.0% | -98.0% | +237.0% | +151.8% |
| 3Y | +440.4% | -99.5% | +539.9% | +449.7% |
| All | +440.4% | -99.6% | +540.0% | +449.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling