-7.5%
IGV vs FCEL
+32.6%
-40.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.0% | +6.9% | +1.1% |
| 7D | -7.5% | -14.9% | +7.4% | -6.9% |
| 30D | -5.6% | -41.7% | +36.1% | -4.0% |
| 3M | +1.5% | -53.2% | +54.7% | +3.8% |
| 6M | +17.1% | -19.0% | +36.2% | +14.2% |
| YTD | -2.0% | +44.2% | -46.2% | -10.6% |
| 1Y | -7.5% | +42.4% | -50.0% | -16.8% |
| All | -7.5% | +32.6% | -40.1% | -16.8% |
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