-62.6%
FCEL vs INDA
+6.8%
-69.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.2% | -4.8% | -4.5% |
| 7D | +6.3% | -3.6% | +9.9% | +11.0% |
| 30D | -18.8% | -4.0% | -14.8% | -15.0% |
| 3M | -3.8% | +1.7% | -5.5% | -5.3% |
| 6M | +121.1% | -3.6% | +124.8% | +129.9% |
| YTD | +113.3% | -11.0% | +124.3% | +145.3% |
| 1Y | +173.5% | -9.5% | +183.0% | +203.0% |
| All | -62.6% | +6.8% | -69.4% | -76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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