-99.9%
FCUV vs IOVA
-66.4%
-33.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | 0.0% |
| 7D | -72.0% | -6.4% | -65.5% | -72.3% |
| 30D | -8.0% | +25.4% | -33.4% | -5.3% |
| 3M | +66.3% | +115.3% | -49.1% | +85.2% |
| 6M | -75.3% | +56.5% | -131.8% | -72.1% |
| YTD | -83.0% | +198.2% | -281.1% | -81.7% |
| 1Y | -94.7% | +242.0% | -336.7% | -94.3% |
| 3Y | -99.3% | +36.8% | -136.1% | -99.3% |
| 5Y | -99.9% | -64.3% | -35.6% | -99.8% |
| All | -99.9% | -66.4% | -33.4% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling