-99.1%
FCEL vs BTI
+131.8%
-231.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.4% | -7.0% | -6.0% |
| 7D | -2.8% | +1.6% | -4.5% | -3.4% |
| 30D | -31.6% | +9.2% | -40.9% | -34.2% |
| 3M | -52.4% | +9.6% | -62.0% | -54.4% |
| 6M | -51.4% | -2.4% | -49.0% | -52.2% |
| YTD | +32.4% | +14.2% | +18.2% | +20.9% |
| 1Y | +37.5% | +20.3% | +17.2% | +22.6% |
| 3Y | -69.3% | +147.4% | -216.7% | -81.0% |
| 5Y | -97.1% | +155.4% | -252.6% | -98.3% |
| All | -99.1% | +131.8% | -231.0% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling