+281.4%
FCEL vs RMD
-14.6%
+296.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +1.7% |
| 7D | -15.8% | -5.0% | -10.8% | -18.0% |
| 30D | -29.3% | +2.2% | -31.5% | -28.1% |
| 3M | -30.1% | +17.8% | -48.0% | -22.1% |
| 6M | +74.4% | -11.3% | +85.8% | +91.5% |
| YTD | +104.5% | -4.4% | +108.9% | +125.2% |
| 1Y | +281.4% | -15.7% | +297.1% | +374.9% |
| All | +281.4% | -14.6% | +296.0% | +374.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling