+37.5%
FCEL vs BEN
+65.1%
-27.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.4% | -6.0% | -6.0% |
| 7D | -2.8% | +6.8% | -9.6% | -8.9% |
| 30D | -31.6% | +18.0% | -49.6% | -41.0% |
| 3M | -52.4% | +7.5% | -59.9% | -55.3% |
| 6M | -51.4% | +14.7% | -66.1% | -55.7% |
| YTD | +32.4% | +56.1% | -23.7% | +6.0% |
| 1Y | +37.5% | +69.6% | -32.1% | +1.8% |
| All | +37.5% | +65.1% | -27.6% | +1.8% |
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