+146.0%
FCEL vs IQV
+41.8%
+104.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +2.2% |
| 7D | +6.3% | -2.2% | +8.5% | +5.9% |
| 30D | -26.7% | +8.3% | -35.0% | -25.7% |
| 3M | -10.2% | +44.6% | -54.8% | -10.8% |
| 6M | +123.5% | +52.6% | +70.9% | +116.5% |
| YTD | +117.4% | +16.1% | +101.2% | +133.6% |
| 1Y | +146.0% | +37.3% | +108.7% | +112.1% |
| All | +146.0% | +41.8% | +104.2% | +112.1% |
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