-19.2%
IP vs FCUV
-93.2%
+74.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -65.2% | +63.2% | -2.6% |
| 7D | +0.1% | -47.9% | +48.0% | 0.0% |
| 30D | -11.2% | +13.7% | -24.9% | -10.7% |
| 3M | +12.3% | +97.0% | -84.7% | +18.0% |
| 6M | -5.2% | -66.1% | +60.9% | +0.9% |
| YTD | -4.0% | -81.8% | +77.8% | +2.7% |
| 1Y | -19.2% | -93.3% | +74.1% | -10.4% |
| All | -19.2% | -93.2% | +74.0% | -10.4% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling