-66.1%
FCUV vs IBN
+7.9%
-74.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -2.5% | -62.7% | -67.3% |
| 7D | -47.9% | -2.2% | -45.7% | -51.0% |
| 30D | +13.7% | -2.3% | +15.9% | +5.9% |
| 3M | +97.0% | +15.9% | +81.1% | +68.5% |
| All | -66.1% | +7.9% | -74.0% | -65.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling