-99.2%
FCEL vs SUI
+108.4%
-207.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.3% | +2.1% |
| 7D | -15.8% | -2.8% | -13.0% | -14.3% |
| 30D | -29.3% | -1.2% | -28.1% | -28.8% |
| 3M | -30.1% | -1.7% | -28.4% | -30.9% |
| 6M | +74.4% | -10.5% | +84.9% | +82.8% |
| YTD | +104.5% | -1.8% | +106.4% | +101.5% |
| 1Y | +281.4% | -4.1% | +285.5% | +281.1% |
| 3Y | -66.1% | +11.3% | -77.4% | -70.1% |
| 5Y | -91.9% | -32.1% | -59.8% | -90.2% |
| All | -99.2% | +108.4% | -207.6% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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