+31.0%
SWKS vs FCUV
-98.5%
+129.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -65.2% | +67.1% | +1.9% |
| 7D | +11.8% | -47.9% | +59.8% | +11.8% |
| 30D | +6.7% | +13.7% | -6.9% | +6.6% |
| 3M | 0.0% | +97.0% | -97.0% | -0.9% |
| 6M | +38.7% | -66.1% | +104.8% | +37.9% |
| YTD | +21.4% | -81.8% | +103.1% | +20.8% |
| 1Y | +2.9% | -93.3% | +96.2% | +2.7% |
| 3Y | -16.4% | -99.2% | +82.8% | -16.6% |
| 5Y | -51.2% | -99.9% | +48.7% | -51.2% |
| 10Y | +31.0% | -98.5% | +129.5% | +31.0% |
| All | +31.0% | -98.5% | +129.5% | +31.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling