+281.4%
FCEL vs HRB
+1.1%
+280.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.0% | +5.9% | +0.6% |
| 7D | -15.8% | -5.7% | -10.2% | -17.4% |
| 30D | -29.3% | +7.9% | -37.2% | -27.3% |
| 3M | -30.1% | +32.1% | -62.3% | -21.4% |
| 6M | +74.4% | +62.2% | +12.2% | +101.3% |
| YTD | +104.5% | +16.4% | +88.1% | +123.2% |
| 1Y | +281.4% | -0.3% | +281.6% | +329.7% |
| All | +281.4% | +1.1% | +280.3% | +329.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling