-7.2%
SYK vs FCUV
-99.2%
+92.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.4% | -2.0% |
| 7D | -12.3% | -72.0% | +59.6% | -12.8% |
| 30D | -22.4% | -8.0% | -14.4% | -22.1% |
| 3M | -12.3% | +66.3% | -78.6% | -8.6% |
| 6M | -24.3% | -75.3% | +51.0% | -20.3% |
| YTD | -22.8% | -83.0% | +60.2% | -18.5% |
| 1Y | -28.8% | -94.7% | +65.9% | -24.4% |
| All | -7.2% | -99.2% | +92.0% | -1.7% |
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