-80.5%
FCUV vs IOVA
+299.5%
-380.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +1.0% | -14.7% | -12.8% |
| 7D | +62.8% | +9.7% | +53.1% | +74.1% |
| 30D | +66.5% | +102.5% | -36.0% | +226.7% |
| 3M | +459.9% | +100.7% | +359.3% | +1,048.9% |
| 6M | -12.4% | +106.3% | -118.7% | +89.6% |
| YTD | -47.5% | +222.0% | -269.5% | +5.7% |
| 1Y | -80.5% | +299.5% | -380.1% | -59.4% |
| All | -80.5% | +299.5% | -380.1% | -59.4% |
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