-99.1%
FCEL vs TRU
+147.2%
-246.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.3% |
| 7D | +6.3% | -2.7% | +9.0% | +7.9% |
| 30D | -26.7% | -2.0% | -24.6% | -26.6% |
| 3M | -10.2% | +18.4% | -28.6% | -23.6% |
| 6M | +123.5% | +8.9% | +114.6% | +96.3% |
| YTD | +117.4% | -8.9% | +126.3% | +110.3% |
| 1Y | +146.0% | -15.9% | +161.8% | +150.9% |
| 3Y | -61.9% | -1.1% | -60.8% | -68.7% |
| 5Y | -90.5% | -35.2% | -55.3% | -89.1% |
| All | -99.1% | +147.2% | -246.3% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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