-17.1%
SWKS vs FCUV
-97.7%
+80.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -13.7% | +17.2% | +3.5% |
| 7D | +12.5% | +62.8% | -50.3% | +12.4% |
| 30D | +10.5% | +66.5% | -56.0% | +10.4% |
| 3M | -7.4% | +459.9% | -467.3% | -8.5% |
| 6M | +32.7% | -12.4% | +45.0% | +33.6% |
| YTD | +19.2% | -47.5% | +66.7% | +20.9% |
| 1Y | +2.4% | -80.5% | +82.9% | +5.3% |
| All | -17.1% | -97.7% | +80.6% | -15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling