-89.7%
FCEL vs MUB
+2.2%
-91.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | 0.0% | +18.8% | +18.8% |
| 7D | +4.0% | -0.3% | +4.3% | +5.1% |
| 30D | -13.1% | -1.5% | -11.5% | -8.4% |
| 3M | +14.6% | -1.9% | +16.5% | +23.1% |
| 6M | +133.7% | -1.7% | +135.4% | +149.0% |
| YTD | +143.0% | -0.8% | +143.7% | +150.5% |
| 1Y | +320.9% | +1.5% | +319.4% | +299.9% |
| 3Y | -58.9% | +8.8% | -67.7% | -69.7% |
| 5Y | -89.7% | +2.0% | -91.6% | -93.6% |
| All | -89.7% | +2.2% | -91.9% | -93.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling