-98.0%
FCUV vs IAG
+56.5%
-154.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +10.2% | -17.7% | -3.8% |
| 7D | -8.6% | +1.1% | -9.7% | -7.8% |
| 30D | -25.9% | -5.3% | -20.7% | -27.1% |
| 3M | -69.8% | +18.0% | -87.9% | -65.5% |
| 6M | -31.6% | +7.1% | -38.7% | -22.3% |
| YTD | -90.1% | +5.9% | -96.1% | -88.5% |
| 1Y | -98.0% | +59.4% | -157.4% | -97.6% |
| All | -98.0% | +56.5% | -154.5% | -97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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