+146.0%
FCEL vs IBN
-5.9%
+151.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.9% | +0.1% | +1.7% |
| 7D | +6.3% | -3.0% | +9.3% | +6.5% |
| 30D | -26.7% | -1.5% | -25.2% | -26.8% |
| 3M | -10.2% | +7.9% | -18.1% | -10.3% |
| 6M | +123.5% | +8.6% | +114.9% | +118.3% |
| YTD | +117.4% | -0.6% | +117.9% | +105.3% |
| 1Y | +146.0% | -7.3% | +153.3% | +140.0% |
| All | +146.0% | -5.9% | +151.9% | +140.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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