-58.9%
FCEL vs RMD
+52.4%
-111.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -3.2% | +22.0% | +19.2% |
| 7D | +4.0% | -4.5% | +8.4% | +4.5% |
| 30D | -13.1% | +4.6% | -17.7% | -13.9% |
| 3M | +14.6% | +14.8% | -0.2% | +10.9% |
| 6M | +133.7% | -12.1% | +145.8% | +144.2% |
| YTD | +143.0% | -7.5% | +150.4% | +148.1% |
| 1Y | +320.9% | -20.1% | +340.9% | +353.2% |
| 3Y | -58.9% | +53.9% | -112.8% | -70.3% |
| All | -58.9% | +52.4% | -111.2% | -70.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling