+66.7%
IBIT vs FCUV
-99.0%
+165.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -65.2% | +63.4% | -1.8% |
| 7D | +1.4% | -47.9% | +49.4% | +1.5% |
| 30D | +20.6% | +13.7% | +7.0% | +20.7% |
| 3M | +23.7% | +97.0% | -73.3% | +24.1% |
| 6M | +15.0% | -66.1% | +81.1% | +18.4% |
| YTD | -10.6% | -81.8% | +71.2% | -7.0% |
| 1Y | -30.3% | -93.3% | +63.0% | -26.8% |
| All | +66.7% | -99.0% | +165.7% | +64.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling