-80.5%
FCUV vs IBN
-4.0%
-76.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.7% | -12.9% | -14.3% |
| 7D | +62.8% | +1.4% | +61.4% | +64.6% |
| 30D | +66.5% | -0.3% | +66.8% | +64.0% |
| 3M | +459.9% | +17.1% | +442.8% | +450.2% |
| 6M | -12.4% | +3.4% | -15.8% | -14.4% |
| YTD | -47.5% | +2.5% | -50.1% | -48.5% |
| 1Y | -80.5% | -4.2% | -76.3% | -81.4% |
| All | -80.5% | -4.0% | -76.5% | -81.4% |
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