+181.8%
FCEL vs AMRZ
-19.2%
+201.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.4% | -5.4% |
| 7D | +15.1% | -4.7% | +19.7% | +17.6% |
| 30D | -16.4% | -11.3% | -5.2% | -11.2% |
| 3M | -5.3% | -22.1% | +16.8% | +8.2% |
| 6M | +124.5% | -29.6% | +154.1% | +173.7% |
| YTD | +126.7% | -23.3% | +150.0% | +158.0% |
| 1Y | +219.9% | -23.7% | +243.6% | +250.5% |
| All | +181.8% | -19.2% | +201.0% | +196.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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