-31.4%
IBIT vs FCUV
-94.3%
+63.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.0% | +6.8% | -0.2% |
| 7D | +1.1% | -63.8% | +64.9% | +1.0% |
| 30D | +22.2% | -14.7% | +36.9% | +22.5% |
| 3M | +26.0% | +65.3% | -39.3% | +29.1% |
| 6M | +13.2% | -68.5% | +81.7% | +21.0% |
| YTD | -10.8% | -83.0% | +72.2% | -2.4% |
| All | -31.4% | -94.3% | +63.0% | -25.6% |
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