-90.5%
FCEL vs WU
-51.4%
-39.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -6.3% |
| 7D | +15.1% | -4.9% | +20.0% | +17.6% |
| 30D | -16.4% | -1.3% | -15.2% | -16.7% |
| 3M | -5.3% | -3.6% | -1.7% | -6.7% |
| 6M | +124.5% | -24.3% | +148.9% | +150.7% |
| YTD | +126.7% | -21.1% | +147.8% | +143.8% |
| 1Y | +219.9% | -10.3% | +230.2% | +214.2% |
| 3Y | -61.6% | -28.4% | -33.3% | -57.4% |
| 5Y | -90.5% | -51.2% | -39.3% | -87.9% |
| All | -90.5% | -51.4% | -39.1% | -87.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling