+10.7%
SNDU vs FCUV
-81.0%
+91.7%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -7.5% | -8.3% | -15.9% |
| 7D | -48.0% | -8.6% | -39.4% | -48.1% |
| 30D | -66.4% | -25.9% | -40.5% | -66.7% |
| 3M | -58.7% | -69.8% | +11.1% | -59.2% |
| 6M | -68.6% | -31.6% | -37.0% | -59.3% |
| All | +10.7% | -81.0% | +91.7% | +60.5% |
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