-67.4%
FCEL vs RMD
+65.1%
-132.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.7% | -4.3% | -5.0% |
| 7D | -8.3% | +3.1% | -11.4% | -8.4% |
| 30D | -43.0% | +1.8% | -44.7% | -43.0% |
| 3M | -48.2% | +6.7% | -54.9% | -48.4% |
| 6M | -25.0% | +13.9% | -38.9% | -26.0% |
| YTD | +40.6% | -2.0% | +42.6% | +43.5% |
| 1Y | +36.0% | -5.4% | +41.4% | +40.3% |
| All | -67.4% | +65.1% | -132.4% | -79.9% |
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 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