+66.3%
IBIT vs FCUV
-99.1%
+165.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.0% | +6.8% | -0.2% |
| 7D | +1.1% | -63.8% | +64.9% | +1.2% |
| 30D | +22.2% | -14.7% | +36.9% | +22.3% |
| 3M | +26.0% | +65.3% | -39.3% | +26.8% |
| 6M | +13.2% | -68.5% | +81.7% | +16.6% |
| YTD | -10.8% | -83.0% | +72.2% | -7.2% |
| 1Y | -29.9% | -94.4% | +64.5% | -26.3% |
| All | +66.3% | -99.1% | +165.4% | +64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling