+19.2%
IAU vs FCEL
+180.7%
-161.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.5% |
| 7D | -2.0% | +6.3% | -8.3% | -2.3% |
| 30D | -1.5% | -26.7% | +25.1% | -0.5% |
| 3M | +3.3% | -10.2% | +13.4% | +2.2% |
| 6M | -16.2% | +123.5% | -139.7% | -22.6% |
| YTD | +0.7% | +117.4% | -116.7% | -6.8% |
| 1Y | +19.2% | +146.0% | -126.7% | +9.9% |
| All | +19.2% | +180.7% | -161.5% | +9.9% |
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