-99.2%
FCEL vs MUB
+16.7%
-115.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.7% | -5.2% | -3.8% |
| 7D | +6.3% | -1.2% | +7.5% | +10.2% |
| 30D | -18.8% | -2.8% | -16.0% | -12.0% |
| 3M | -3.8% | -3.1% | -0.8% | +5.4% |
| 6M | +121.1% | -2.9% | +124.0% | +141.2% |
| YTD | +113.3% | -2.0% | +115.3% | +126.9% |
| 1Y | +173.5% | 0.0% | +173.5% | +174.6% |
| 3Y | -63.9% | +7.4% | -71.3% | -70.0% |
| 5Y | -90.7% | +0.8% | -91.5% | -90.9% |
| All | -99.2% | +16.7% | -115.9% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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