+190.7%
FCEL vs RMD
-20.1%
+210.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.2% | -7.0% |
| 7D | +15.1% | -4.7% | +19.8% | +12.4% |
| 30D | -16.4% | +0.2% | -16.7% | -16.0% |
| 3M | -5.3% | +12.0% | -17.3% | +2.9% |
| 6M | +124.5% | -12.5% | +137.1% | +145.2% |
| YTD | +126.7% | -7.9% | +134.6% | +144.3% |
| All | +190.7% | -20.1% | +210.8% | +276.6% |
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 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