-60.3%
FCEL vs BTI
+105.9%
-166.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.5% | -5.2% | -6.6% |
| 7D | +15.1% | -2.4% | +17.5% | +15.3% |
| 30D | -16.4% | -4.8% | -11.7% | -16.1% |
| 3M | -5.3% | -8.1% | +2.9% | -6.0% |
| 6M | +124.5% | -4.2% | +128.7% | +118.5% |
| YTD | +126.7% | -1.3% | +128.0% | +117.4% |
| 1Y | +219.9% | +2.1% | +217.8% | +203.3% |
| All | -60.3% | +105.9% | -166.2% | -79.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling