+256.9%
BNY vs FCEL
-90.6%
+347.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.1% |
| 7D | -1.3% | +6.3% | -7.6% | -1.8% |
| 30D | -0.2% | -26.7% | +26.5% | +1.3% |
| 3M | +14.9% | -10.2% | +25.1% | +13.5% |
| 6M | +40.0% | +123.5% | -83.5% | +27.8% |
| YTD | +42.0% | +117.4% | -75.4% | +29.0% |
| 1Y | +56.9% | +146.0% | -89.1% | +39.3% |
| 3Y | +289.9% | -61.9% | +351.8% | +279.9% |
| All | +256.9% | -90.6% | +347.5% | +276.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling