-99.1%
FCEL vs RMD
+347.3%
-446.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.8% | -5.7% |
| 7D | -2.8% | +2.1% | -4.9% | -3.7% |
| 30D | -31.6% | +2.1% | -33.7% | -32.7% |
| 3M | -52.4% | +6.2% | -58.6% | -54.5% |
| 6M | -51.4% | +19.4% | -70.8% | -57.0% |
| YTD | +32.4% | +0.5% | +31.9% | +26.1% |
| 1Y | +37.5% | -3.9% | +41.4% | +34.0% |
| 3Y | -69.3% | +72.5% | -141.8% | -79.9% |
| 5Y | -97.1% | -1.5% | -95.6% | -97.4% |
| All | -99.1% | +347.3% | -446.5% | -99.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling