-60.3%
FCEL vs WPM
+273.6%
-333.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.1% | -7.8% | -7.3% |
| 7D | +15.1% | +3.9% | +11.2% | +12.7% |
| 30D | -16.4% | +17.7% | -34.1% | -24.5% |
| 3M | -5.3% | +39.4% | -44.7% | -22.2% |
| 6M | +124.5% | +6.4% | +118.1% | +111.1% |
| YTD | +126.7% | +34.0% | +92.7% | +89.0% |
| 1Y | +219.9% | +50.5% | +169.4% | +148.7% |
| All | -60.3% | +273.6% | -333.8% | -84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 3y: compounded portfolio wealth divided by compounded WPM 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…
3y analysis · Full analysis span regression · 6 months rolling