-98.6%
FCUV vs IBN
+324.2%
-422.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.9% | +1.4% | +3.7% |
| 7D | -66.5% | -3.0% | -63.5% | -67.0% |
| 30D | +5.0% | -1.5% | +6.5% | +3.4% |
| 3M | +63.8% | +7.9% | +55.9% | +64.7% |
| 6M | -67.8% | +8.6% | -76.5% | -67.6% |
| YTD | -82.4% | -0.6% | -81.9% | -82.6% |
| 1Y | -94.7% | -7.3% | -87.4% | -94.9% |
| 3Y | -99.3% | +26.2% | -125.5% | -99.2% |
| 5Y | -99.9% | +57.8% | -157.7% | -99.8% |
| All | -98.6% | +324.2% | -422.8% | -96.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling