+27.8%
FCUV vs INIO
-48.2%
+76.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | -3.9% | +139.9% | +135.3% |
| 7D | +148.8% | +5.8% | +143.0% | +147.9% |
| 30D | +95.0% | -11.7% | +106.7% | +95.7% |
| 3M | +27.8% | -47.2% | +75.0% | -5.8% |
| All | +27.8% | -48.2% | +76.0% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 3mo: compounded portfolio wealth divided by compounded INIO 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…
3mo analysis · Full analysis span regression · Available span rolling