+37.5%
FCEL vs UL
+0.7%
+36.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.1% | -6.6% | -4.3% |
| 7D | -2.8% | +1.1% | -3.9% | -1.5% |
| 30D | -31.6% | +4.5% | -36.1% | -26.9% |
| 3M | -52.4% | +6.5% | -58.9% | -47.9% |
| 6M | -51.4% | +18.2% | -69.6% | -41.2% |
| YTD | +32.4% | +4.7% | +27.7% | +61.0% |
| 1Y | +37.5% | +0.8% | +36.7% | +67.8% |
| All | +37.5% | +0.7% | +36.8% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling