+146.0%
FCEL vs IOT
-1.6%
+147.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +6.3% | -4.5% | +10.8% | +6.5% |
| 30D | -26.7% | -2.4% | -24.2% | -26.6% |
| 3M | -10.2% | +19.0% | -29.1% | -13.5% |
| 6M | +123.5% | +19.6% | +103.8% | +114.1% |
| YTD | +117.4% | +8.3% | +109.1% | +111.5% |
| 1Y | +146.0% | -0.8% | +146.8% | +157.4% |
| All | +146.0% | -1.6% | +147.6% | +157.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling