-58.9%
FCEL vs BEN
+56.8%
-115.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.2% | +19.0% | +19.0% |
| 7D | +4.0% | +4.7% | -0.7% | +0.4% |
| 30D | -13.1% | +2.6% | -15.7% | -14.7% |
| 3M | +14.6% | +11.5% | +3.1% | +7.0% |
| 6M | +133.7% | +35.3% | +98.4% | +90.7% |
| YTD | +143.0% | +48.6% | +94.3% | +84.0% |
| 1Y | +320.9% | +46.7% | +274.2% | +221.7% |
| 3Y | -58.9% | +57.0% | -115.9% | -73.3% |
| All | -58.9% | +56.8% | -115.7% | -73.3% |
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