+133.7%
AMT vs FCEL
-99.1%
+232.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +0.8% |
| 7D | +1.6% | -8.3% | +9.9% | +1.8% |
| 30D | +4.5% | -43.0% | +47.4% | +5.7% |
| 3M | +13.8% | -48.2% | +61.9% | +15.2% |
| 6M | +10.0% | -25.0% | +35.0% | +8.7% |
| YTD | +11.8% | +40.6% | -28.9% | +7.6% |
| 1Y | +10.2% | +36.0% | -25.7% | +6.0% |
| 3Y | +15.1% | -66.7% | +81.9% | +12.3% |
| 5Y | -18.8% | -96.7% | +77.8% | -17.0% |
| 10Y | +133.7% | -99.0% | +232.7% | +131.0% |
| All | +133.7% | -99.1% | +232.8% | +131.0% |
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