-98.0%
FCUV vs IOVA
+362.8%
-460.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -1.5% | -6.0% | -8.5% |
| 7D | -8.6% | -41.3% | +32.7% | -36.2% |
| 30D | -25.9% | -38.5% | +12.6% | -46.0% |
| 3M | -69.8% | +99.5% | -169.4% | -30.9% |
| 6M | -31.6% | +126.0% | -157.6% | +70.1% |
| YTD | -90.1% | +218.7% | -308.8% | -77.0% |
| 1Y | -98.0% | +378.0% | -476.0% | -95.1% |
| All | -98.0% | +362.8% | -460.8% | -95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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