+32.9%
FCEL vs IWD
+28.5%
+4.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.4% | -6.0% | -5.5% |
| 7D | +14.8% | +1.7% | +13.1% | +11.2% |
| 30D | -33.9% | +3.2% | -37.1% | -37.4% |
| 3M | -52.7% | +2.3% | -55.0% | -54.6% |
| 6M | -40.0% | +12.9% | -53.0% | -54.9% |
| YTD | +40.2% | +26.2% | +14.0% | -20.6% |
| 1Y | +32.9% | +28.3% | +4.7% | -27.3% |
| All | +32.9% | +28.5% | +4.4% | -27.3% |
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