+45.5%
IQV vs FCUV
-81.1%
+126.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -13.7% | +12.2% | -1.4% |
| 7D | +2.3% | +62.8% | -60.5% | +2.2% |
| 30D | +13.4% | +66.5% | -53.1% | +13.4% |
| 3M | +43.3% | +459.9% | -416.7% | +43.2% |
| 6M | +50.5% | -12.4% | +62.9% | +57.2% |
| YTD | +18.8% | -47.5% | +66.3% | +27.6% |
| 1Y | +45.5% | -80.5% | +126.0% | +54.9% |
| All | +45.5% | -81.1% | +126.6% | +54.9% |
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