+36.0%
FCEL vs IWD
+29.9%
+6.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | -8.3% | +1.6% | -9.9% | -10.3% |
| 30D | -43.0% | +3.6% | -46.6% | -46.5% |
| 3M | -48.2% | +2.0% | -50.2% | -50.0% |
| 6M | -25.0% | +13.1% | -38.0% | -43.6% |
| YTD | +40.6% | +26.2% | +14.4% | -19.8% |
| 1Y | +36.0% | +29.6% | +6.4% | -26.9% |
| All | +36.0% | +29.9% | +6.1% | -26.9% |
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