-98.0%
FCUV vs IBN
+4.2%
-102.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +3.8% | -11.3% | -5.7% |
| 7D | -8.6% | +8.9% | -17.5% | -4.7% |
| 30D | -25.9% | +12.6% | -38.6% | -21.6% |
| 3M | -69.8% | +3.1% | -72.9% | -70.0% |
| 6M | -31.6% | +20.6% | -52.2% | -34.9% |
| YTD | -90.1% | +5.8% | -95.9% | -90.2% |
| 1Y | -98.0% | +3.7% | -101.6% | -98.0% |
| All | -98.0% | +4.2% | -102.2% | -98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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