-43.6%
SWKS vs FCUV
-99.9%
+56.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.9% | +4.1% | +1.2% |
| 7D | -6.2% | -13.0% | +6.8% | -6.1% |
| 30D | -1.5% | -36.9% | +35.4% | -1.2% |
| 3M | +23.0% | -65.3% | +88.3% | +23.2% |
| 6M | +27.6% | -32.9% | +60.5% | +24.6% |
| YTD | +32.3% | -91.2% | +123.5% | +35.1% |
| 1Y | +20.1% | -98.2% | +118.3% | +29.7% |
| 3Y | +0.6% | -99.6% | +100.2% | +12.4% |
| All | -43.6% | -99.9% | +56.3% | -29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling