-67.5%
FCEL vs WU
-24.1%
-43.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.2% | -5.2% | -6.1% |
| 7D | +14.8% | -5.3% | +20.1% | +16.0% |
| 30D | -33.9% | +9.0% | -42.9% | -36.1% |
| 3M | -52.7% | -3.6% | -49.1% | -52.9% |
| 6M | -40.0% | -19.4% | -20.6% | -37.0% |
| YTD | +40.2% | -21.7% | +61.9% | +47.2% |
| 1Y | +32.9% | -16.1% | +49.1% | +33.9% |
| All | -67.5% | -24.1% | -43.4% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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