+281.4%
FCEL vs IBB
+51.5%
+229.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.8% |
| 7D | -15.8% | +1.4% | -17.2% | -17.3% |
| 30D | -29.3% | +10.5% | -39.8% | -37.1% |
| 3M | -30.1% | +23.6% | -53.8% | -44.8% |
| 6M | +74.4% | +22.6% | +51.8% | +39.3% |
| YTD | +104.5% | +25.7% | +78.8% | +57.7% |
| 1Y | +281.4% | +51.4% | +230.0% | +95.6% |
| All | +281.4% | +51.5% | +229.9% | +95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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