+248.8%
NBIS vs FCUV
-81.1%
+329.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -13.7% | +21.1% | +7.5% |
| 7D | +8.2% | +62.8% | -54.6% | +8.1% |
| 30D | +3.4% | +66.5% | -63.1% | +3.3% |
| 3M | -12.8% | +459.9% | -472.8% | -13.7% |
| 6M | +131.5% | -12.4% | +143.9% | +139.6% |
| YTD | +170.5% | -47.5% | +218.0% | +187.9% |
| 1Y | +248.8% | -80.5% | +329.3% | +224.7% |
| All | +248.8% | -81.1% | +329.9% | +224.7% |
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