+281.4%
FCEL vs IQV
+46.0%
+235.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.4% | +3.3% | +1.7% |
| 7D | -15.8% | +2.3% | -18.1% | -15.5% |
| 30D | -29.3% | +13.4% | -42.7% | -28.2% |
| 3M | -30.1% | +43.3% | -73.4% | -30.6% |
| 6M | +74.4% | +50.5% | +23.9% | +71.0% |
| YTD | +104.5% | +18.8% | +85.7% | +121.1% |
| 1Y | +281.4% | +45.5% | +235.9% | +226.2% |
| All | +281.4% | +46.0% | +235.4% | +226.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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