-99.1%
FCEL vs BTI
+73.8%
-172.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.7% |
| 7D | +6.3% | -0.2% | +6.5% | +6.4% |
| 30D | -26.7% | -1.1% | -25.6% | -26.5% |
| 3M | -10.2% | -8.8% | -1.4% | -9.0% |
| 6M | +123.5% | -4.0% | +127.4% | +120.5% |
| YTD | +117.4% | +0.4% | +117.0% | +109.8% |
| 1Y | +146.0% | +1.9% | +144.0% | +134.8% |
| 3Y | -61.9% | +108.5% | -170.4% | -74.5% |
| 5Y | -90.5% | +118.5% | -209.0% | -94.0% |
| All | -99.1% | +73.8% | -172.9% | -99.5% |
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