+16.9%
IJH vs FCUV
-81.1%
+98.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -13.7% | +13.8% | +0.1% |
| 7D | +0.1% | +62.8% | -62.7% | +0.1% |
| 30D | -1.5% | +66.5% | -68.0% | -1.5% |
| 3M | +0.8% | +459.9% | -459.2% | +0.8% |
| 6M | +7.6% | -12.4% | +19.9% | +9.6% |
| YTD | +15.5% | -47.5% | +63.0% | +18.5% |
| 1Y | +16.9% | -80.5% | +97.4% | +21.7% |
| All | +16.9% | -81.1% | +98.0% | +21.7% |
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