-65.2%
FCEL vs BEN
+87.8%
-153.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.5% | +6.5% |
| 7D | +3.9% | +7.2% | -3.3% | -0.7% |
| 30D | -33.1% | +14.1% | -47.2% | -38.9% |
| 3M | -43.0% | +9.9% | -52.9% | -46.4% |
| 6M | -31.3% | +17.4% | -48.7% | -37.4% |
| YTD | +49.8% | +57.3% | -7.5% | +12.3% |
| 1Y | +48.2% | +66.9% | -18.8% | +7.1% |
| All | -65.2% | +87.8% | -153.0% | -79.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling