-91.9%
FCEL vs IOT
+54.1%
-146.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | +6.3% | -4.5% | +10.8% | +8.1% |
| 30D | -26.7% | -2.4% | -24.2% | -26.0% |
| 3M | -10.2% | +19.0% | -29.1% | -18.3% |
| 6M | +123.5% | +19.6% | +103.8% | +96.8% |
| YTD | +117.4% | +8.3% | +109.1% | +94.1% |
| 1Y | +146.0% | -0.8% | +146.8% | +128.3% |
| 3Y | -61.9% | +24.4% | -86.3% | -72.9% |
| All | -91.9% | +54.1% | -146.0% | -96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 10y: compounded portfolio wealth divided by compounded IOT 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…
10y analysis · Full analysis span regression · 6 months rolling