+146.0%
FCEL vs AGI
+9.2%
+136.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.7% |
| 7D | +6.3% | -2.7% | +9.0% | +7.2% |
| 30D | -26.7% | +7.2% | -33.9% | -29.0% |
| 3M | -10.2% | +4.3% | -14.4% | -13.0% |
| 6M | +123.5% | -27.1% | +150.6% | +148.9% |
| YTD | +117.4% | -6.6% | +124.0% | +113.5% |
| 1Y | +146.0% | +9.5% | +136.5% | +130.9% |
| All | +146.0% | +9.2% | +136.8% | +130.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling