+64.6%
FCEL vs AMRZ
-19.2%
+83.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.7% | -5.6% |
| 7D | -2.8% | -2.1% | -0.7% | -1.7% |
| 30D | -31.6% | +13.0% | -44.6% | -36.5% |
| 3M | -52.4% | -12.1% | -40.3% | -49.1% |
| 6M | -51.4% | -19.1% | -32.3% | -45.8% |
| YTD | +32.4% | -23.3% | +55.7% | +50.1% |
| 1Y | +37.5% | -16.6% | +54.1% | +47.6% |
| All | +64.6% | -19.2% | +83.8% | +72.5% |
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