+572.1%
SNPS vs FCUV
-98.6%
+670.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +1.0% |
| 7D | -4.6% | -72.0% | +67.4% | -4.2% |
| 30D | -3.3% | -8.0% | +4.7% | -3.5% |
| 3M | -13.8% | +66.3% | -80.0% | -15.6% |
| 6M | -8.2% | -75.3% | +67.1% | -9.7% |
| YTD | -15.4% | -83.0% | +67.5% | -16.8% |
| 1Y | +2.4% | -94.7% | +97.1% | +1.1% |
| 3Y | -13.5% | -99.3% | +85.8% | -14.7% |
| 5Y | +19.5% | -99.9% | +119.3% | +17.9% |
| All | +572.1% | -98.6% | +670.8% | +569.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling