+173.5%
FCEL vs IAG
+94.1%
+79.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.2% | -3.7% | -5.0% |
| 7D | +6.3% | -4.1% | +10.3% | +8.0% |
| 30D | -18.8% | +10.6% | -29.4% | -23.4% |
| 3M | -3.8% | +35.4% | -39.2% | -18.3% |
| 6M | +121.1% | -9.5% | +130.7% | +124.0% |
| YTD | +113.3% | +21.8% | +91.4% | +83.8% |
| 1Y | +173.5% | +84.1% | +89.4% | +86.0% |
| All | +173.5% | +94.1% | +79.4% | +86.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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