+432.9%
SNXX vs FCUV
-46.5%
+479.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -13.7% | +37.0% | +23.1% |
| 7D | +34.9% | +62.8% | -27.9% | +36.5% |
| 30D | +52.5% | +66.5% | -14.0% | +54.9% |
| 3M | -41.3% | +459.9% | -501.3% | -27.9% |
| 6M | +293.8% | -12.4% | +306.1% | +491.4% |
| All | +432.9% | -46.5% | +479.4% | +772.6% |
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