-7.1%
IAU vs FCEL
+28.7%
-35.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.6% | +5.7% | +0.4% |
| 7D | -4.6% | -2.8% | -1.8% | -4.5% |
| 30D | -5.4% | -31.6% | +26.2% | -4.1% |
| 3M | -10.9% | -52.4% | +41.5% | -8.6% |
| 6M | -17.4% | -51.4% | +34.0% | -16.9% |
| YTD | -10.2% | +32.4% | -42.6% | -16.1% |
| 1Y | -7.1% | +37.5% | -44.6% | -13.2% |
| All | -7.1% | +28.7% | -35.8% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FCEL.
Daily Out/Under-Performance
Portfolio return minus FCEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCEL 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 FCEL 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