-90.8%
FCEL vs UUUU
+88.5%
-179.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -6.3% | +0.4% | -2.6% |
| 7D | +6.3% | -5.0% | +11.3% | +9.4% |
| 30D | -18.8% | -7.8% | -11.0% | -15.4% |
| 3M | -3.8% | -0.4% | -3.4% | -1.6% |
| 6M | +121.1% | -32.9% | +154.0% | +170.6% |
| YTD | +113.3% | -6.3% | +119.5% | +118.8% |
| 1Y | +173.5% | +7.9% | +165.6% | +141.9% |
| 3Y | -63.9% | +85.2% | -149.1% | -79.5% |
| All | -90.8% | +88.5% | -179.3% | -95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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