-97.0%
FCEL vs SUI
-27.8%
-69.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.7% | -5.7% | -5.9% |
| 7D | +14.8% | -3.8% | +18.6% | +17.5% |
| 30D | -33.9% | +3.9% | -37.8% | -36.9% |
| 3M | -52.7% | +0.2% | -52.9% | -53.8% |
| 6M | -40.0% | -4.2% | -35.9% | -40.8% |
| YTD | +40.2% | -2.5% | +42.7% | +34.9% |
| 1Y | +32.9% | -4.0% | +37.0% | +29.3% |
| 3Y | -66.8% | +16.5% | -83.4% | -74.7% |
| 5Y | -97.0% | -27.2% | -69.7% | -96.3% |
| All | -97.0% | -27.8% | -69.2% | -96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling