+42.4%
FCEL vs IOVA
+362.8%
-320.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.5% | -4.5% | -5.9% |
| 7D | -14.9% | -41.3% | +26.4% | -12.2% |
| 30D | -41.7% | -38.5% | -3.2% | -40.1% |
| 3M | -53.2% | +99.5% | -152.7% | -56.1% |
| 6M | -19.0% | +126.0% | -145.0% | -24.6% |
| YTD | +44.2% | +218.7% | -174.5% | +26.4% |
| 1Y | +42.4% | +378.0% | -335.6% | +36.6% |
| All | +42.4% | +362.8% | -320.3% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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