-29.8%
SYK vs FCUV
-94.6%
+64.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.4% | -1.9% |
| 7D | -12.3% | -72.0% | +59.6% | -13.1% |
| 30D | -22.4% | -8.0% | -14.4% | -21.9% |
| 3M | -12.3% | +66.3% | -78.6% | -7.3% |
| 6M | -24.3% | -75.3% | +51.0% | -20.1% |
| YTD | -22.8% | -83.0% | +60.2% | -18.6% |
| All | -29.8% | -94.6% | +64.8% | -26.4% |
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