+121.0%
FCUV vs IBB
+23.6%
+97.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | -0.4% | +136.4% | +134.7% |
| 7D | +148.8% | -0.5% | +149.3% | +146.6% |
| 30D | +95.0% | +4.6% | +90.5% | +129.0% |
| 3M | +27.8% | +6.8% | +21.0% | +33.4% |
| 6M | +121.0% | +23.1% | +97.9% | +354.5% |
| All | +121.0% | +23.6% | +97.4% | +354.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling