-80.5%
FCUV vs IBB
+51.5%
-132.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.9% | -12.8% | -15.3% |
| 7D | +62.8% | +1.4% | +61.4% | +65.5% |
| 30D | +66.5% | +10.5% | +56.0% | +110.2% |
| 3M | +459.9% | +23.6% | +436.3% | +616.3% |
| 6M | -12.4% | +22.6% | -35.0% | +16.1% |
| YTD | -47.5% | +25.7% | -73.2% | -31.4% |
| 1Y | -80.5% | +51.4% | -131.9% | -81.0% |
| All | -80.5% | +51.5% | -132.0% | -81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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