-30.0%
IBIT vs FCUV
-95.0%
+65.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +136.0% | -139.5% | -3.0% |
| 7D | -9.2% | +148.8% | -158.0% | -8.7% |
| 30D | -15.8% | +95.0% | -110.8% | -15.4% |
| 3M | +8.5% | +27.8% | -19.3% | +9.3% |
| 6M | -13.7% | +121.0% | -134.7% | -11.2% |
| YTD | -21.6% | -78.1% | +56.6% | -15.1% |
| 1Y | -30.0% | -94.3% | +64.3% | -32.3% |
| All | -30.0% | -95.0% | +65.1% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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