+281.4%
FCEL vs BEN
+42.6%
+238.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.5% | -1.6% | -1.0% |
| 7D | -15.8% | +0.2% | -16.1% | -16.0% |
| 30D | -29.3% | -0.5% | -28.7% | -28.9% |
| 3M | -30.1% | +9.7% | -39.9% | -33.8% |
| 6M | +74.4% | +33.9% | +40.5% | +49.5% |
| YTD | +104.5% | +49.0% | +55.5% | +62.4% |
| 1Y | +281.4% | +42.1% | +239.3% | +199.6% |
| All | +281.4% | +42.6% | +238.8% | +199.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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