+219.9%
FCEL vs IWD
+28.3%
+191.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -5.3% |
| 7D | +15.1% | -1.2% | +16.2% | +18.0% |
| 30D | -16.4% | -1.6% | -14.8% | -13.4% |
| 3M | -5.3% | +7.0% | -12.3% | -25.4% |
| 6M | +124.5% | +17.0% | +107.6% | +34.8% |
| YTD | +126.7% | +21.6% | +105.0% | +15.2% |
| 1Y | +219.9% | +28.0% | +191.9% | +28.8% |
| All | +219.9% | +28.3% | +191.5% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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