+48.4%
NU vs FCEL
-92.1%
+140.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +18.8% | -19.1% | -3.1% |
| 7D | +6.0% | +4.0% | +2.0% | +4.7% |
| 30D | +10.8% | -13.1% | +23.8% | +12.1% |
| 3M | +32.2% | +14.6% | +17.6% | +23.2% |
| 6M | +5.1% | +133.7% | -128.5% | -19.0% |
| YTD | -8.4% | +143.0% | -151.4% | -31.0% |
| 1Y | +0.7% | +320.9% | -320.1% | -35.8% |
| 3Y | +125.1% | -58.9% | +184.0% | +110.3% |
| All | +48.4% | -92.1% | +140.5% | +139.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FCEL.
Daily Out/Under-Performance
Portfolio return minus FCEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCEL 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 all: compounded portfolio wealth divided by compounded FCEL 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…
all analysis · Full analysis span regression · 6 months rolling