+27.1%
SW vs FCUV
-98.2%
+125.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +1.9% | -1.0% |
| 7D | +2.3% | -13.0% | +15.3% | +2.3% |
| 30D | +6.8% | -36.9% | +43.7% | +6.6% |
| 3M | -5.2% | -65.3% | +60.1% | -5.3% |
| 6M | +7.4% | -32.9% | +40.3% | +11.5% |
| YTD | +17.4% | -91.2% | +108.6% | +26.0% |
| 1Y | +27.1% | -98.2% | +125.3% | +42.0% |
| All | +27.1% | -98.2% | +125.3% | +42.0% |
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