+11.5%
SWKS vs FCUV
-98.9%
+110.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +136.0% | -136.1% | -0.3% |
| 7D | +9.4% | +148.8% | -139.3% | +9.2% |
| 30D | +17.0% | +95.0% | -78.1% | +16.7% |
| 3M | +28.9% | +27.8% | +1.1% | +28.6% |
| 6M | +33.1% | +121.0% | -87.8% | +31.6% |
| YTD | +44.8% | -78.1% | +122.9% | +46.9% |
| 1Y | +36.2% | -94.3% | +130.5% | +41.5% |
| 3Y | +11.5% | -98.9% | +110.4% | +14.9% |
| All | +11.5% | -98.9% | +110.4% | +14.9% |
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