-89.7%
FCEL vs PTC
+1.8%
-91.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -5.5% | +24.3% | +22.1% |
| 7D | +4.0% | -12.8% | +16.8% | +12.5% |
| 30D | -13.1% | -9.8% | -3.3% | -9.0% |
| 3M | +14.6% | -2.1% | +16.6% | +9.4% |
| 6M | +133.7% | -18.1% | +151.8% | +153.1% |
| YTD | +143.0% | -23.5% | +166.5% | +175.0% |
| 1Y | +320.9% | -37.4% | +358.2% | +471.2% |
| 3Y | -58.9% | -7.2% | -51.7% | -64.4% |
| 5Y | -89.7% | +2.7% | -92.3% | -91.1% |
| All | -89.7% | +1.8% | -91.5% | -91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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