-95.6%
FCUV vs IBN
+204.9%
-300.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -2.5% | -62.7% | -65.7% |
| 7D | -47.9% | -2.2% | -45.7% | -48.6% |
| 30D | +13.7% | -2.3% | +15.9% | +12.0% |
| 3M | +97.0% | +15.9% | +81.1% | +100.2% |
| 6M | -66.1% | +5.6% | -71.7% | -66.1% |
| YTD | -81.8% | -0.1% | -81.7% | -81.9% |
| 1Y | -93.3% | -6.5% | -86.7% | -93.4% |
| 3Y | -99.2% | +29.3% | -128.5% | -99.2% |
| 5Y | -99.9% | +56.6% | -156.4% | -99.8% |
| 10Y | -98.5% | +314.4% | -412.9% | -97.3% |
| All | -95.6% | +204.9% | -300.5% | -91.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling