+620.2%
ADI vs FCEL
-99.1%
+719.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.6% | +2.8% | -2.4% |
| 7D | +9.5% | -2.8% | +12.3% | +9.7% |
| 30D | -1.4% | -31.6% | +30.3% | +1.0% |
| 3M | +4.7% | -52.4% | +57.1% | +9.1% |
| 6M | -7.4% | -51.4% | +44.0% | -5.8% |
| YTD | +48.1% | +32.4% | +15.6% | +39.5% |
| 1Y | +69.6% | +37.5% | +32.1% | +59.0% |
| 3Y | +144.4% | -69.3% | +213.6% | +137.3% |
| 5Y | +134.1% | -97.1% | +231.3% | +149.6% |
| All | +620.2% | -99.1% | +719.3% | +736.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling