-99.1%
FCEL vs HRB
+209.1%
-308.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.8% |
| 7D | +6.3% | -8.0% | +14.3% | +8.5% |
| 30D | -26.7% | -16.0% | -10.7% | -23.3% |
| 3M | -10.2% | +26.9% | -37.0% | -18.7% |
| 6M | +123.5% | +51.1% | +72.4% | +83.2% |
| YTD | +117.4% | +7.1% | +110.3% | +102.2% |
| 1Y | +146.0% | -9.6% | +155.6% | +143.7% |
| 3Y | -61.9% | +25.4% | -87.3% | -68.6% |
| 5Y | -90.5% | +114.9% | -205.4% | -93.9% |
| All | -99.1% | +209.1% | -308.3% | -99.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling