+32.9%
FCEL vs IBB
+30.0%
+2.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.2% | -4.2% | -4.5% |
| 7D | +14.8% | +1.6% | +13.1% | +13.8% |
| 30D | -33.9% | +6.7% | -40.6% | -35.8% |
| 3M | -52.7% | +6.3% | -59.0% | -54.4% |
| 6M | -40.0% | +23.9% | -63.9% | -49.3% |
| YTD | +40.2% | +26.6% | +13.6% | +19.9% |
| 1Y | +32.9% | +29.6% | +3.3% | +14.9% |
| All | +32.9% | +30.0% | +2.9% | +14.9% |
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