-12.4%
FCUV vs IRE
-45.0%
+32.6%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +14.0% | -27.6% | -10.3% |
| 7D | +62.8% | +54.8% | +8.1% | +80.7% |
| 30D | +66.5% | +18.4% | +48.1% | +82.3% |
| 3M | +459.9% | -66.7% | +526.7% | +448.7% |
| 6M | -12.4% | -52.3% | +39.9% | -8.1% |
| All | -12.4% | -45.0% | +32.6% | -8.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling