+28.7%
SW vs FCUV
-98.0%
+126.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.3% | +0.4% |
| 7D | +2.2% | -15.3% | +17.5% | +2.1% |
| 30D | +7.4% | -29.7% | +37.2% | +7.3% |
| 3M | -5.9% | -54.5% | +48.6% | -5.9% |
| 6M | +9.0% | -26.7% | +35.7% | +13.0% |
| YTD | +18.1% | -91.0% | +109.1% | +27.0% |
| 1Y | +28.7% | -98.0% | +126.7% | +44.1% |
| All | +28.7% | -98.0% | +126.7% | +44.1% |
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