+76.1%
XBI vs FCUV
-81.1%
+157.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -13.7% | +13.3% | -0.4% |
| 7D | +0.9% | +62.8% | -62.0% | +1.2% |
| 30D | +7.1% | +66.5% | -59.4% | +7.5% |
| 3M | +22.9% | +459.9% | -437.0% | +26.4% |
| 6M | +29.7% | -12.4% | +42.1% | +35.6% |
| YTD | +34.5% | -47.5% | +82.0% | +42.1% |
| 1Y | +76.1% | -80.5% | +156.6% | +86.1% |
| All | +76.1% | -81.1% | +157.2% | +86.1% |
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