-99.1%
FCEL vs AGI
+392.3%
-491.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.7% |
| 7D | +6.3% | -2.7% | +9.0% | +7.0% |
| 30D | -26.7% | +7.2% | -33.9% | -28.4% |
| 3M | -10.2% | +4.3% | -14.4% | -12.1% |
| 6M | +123.5% | -27.1% | +150.6% | +139.0% |
| YTD | +117.4% | -6.6% | +124.0% | +117.4% |
| 1Y | +146.0% | +9.5% | +136.5% | +135.2% |
| 3Y | -61.9% | +208.4% | -270.3% | -72.4% |
| 5Y | -90.5% | +401.6% | -492.1% | -93.9% |
| All | -99.1% | +392.3% | -491.5% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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