-89.5%
FCUV vs IRE
-84.4%
-5.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +14.0% | -27.6% | -12.3% |
| 7D | +62.8% | +54.8% | +8.1% | +69.8% |
| 30D | +66.5% | +18.4% | +48.1% | +72.8% |
| 3M | +459.9% | -66.7% | +526.7% | +483.4% |
| 6M | -12.4% | -52.3% | +39.9% | -12.0% |
| YTD | -47.5% | -52.3% | +4.8% | -46.5% |
| All | -89.5% | -84.4% | -5.1% | -87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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