+121.0%
FCUV vs IOVA
+118.0%
+3.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +1.7% | +134.3% | +137.7% |
| 7D | +148.8% | -3.5% | +152.3% | +137.5% |
| 30D | +95.0% | -45.4% | +140.4% | -5.6% |
| 3M | +27.8% | +19.0% | +8.8% | +122.1% |
| 6M | +121.0% | +112.0% | +9.0% | +1,091.4% |
| All | +121.0% | +118.0% | +3.0% | +1,091.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling