-60.3%
FCEL vs HRB
+25.9%
-86.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.6% | -5.1% | -6.9% |
| 7D | +15.1% | -10.6% | +25.7% | +13.6% |
| 30D | -16.4% | -0.8% | -15.6% | -16.5% |
| 3M | -5.3% | +19.1% | -24.3% | -3.1% |
| 6M | +124.5% | +48.7% | +75.8% | +126.6% |
| YTD | +126.7% | +7.1% | +119.6% | +137.4% |
| 1Y | +219.9% | -8.3% | +228.2% | +244.1% |
| All | -60.3% | +25.9% | -86.2% | -63.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling