+31.4%
SWKS vs FCUV
-98.0%
+129.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +4.1% | +1.9% | +6.0% |
| 7D | +5.7% | -4.7% | +10.4% | +5.7% |
| 30D | +17.3% | -23.2% | +40.5% | +17.3% |
| 3M | +28.3% | -49.2% | +77.4% | +28.2% |
| 6M | +26.1% | -9.2% | +35.3% | +27.2% |
| YTD | +41.1% | -90.6% | +131.7% | +43.6% |
| 1Y | +31.4% | -97.9% | +129.3% | +44.1% |
| All | +31.4% | -98.0% | +129.4% | +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