+43.4%
SMH vs FCEL
+32.6%
+10.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.0% | +3.2% | -1.9% |
| 7D | -11.2% | -14.9% | +3.7% | -9.2% |
| 30D | -20.4% | -41.7% | +21.2% | -15.0% |
| 3M | -12.4% | -53.2% | +40.7% | -4.7% |
| 6M | -0.5% | -19.0% | +18.6% | -0.3% |
| YTD | +40.0% | +44.2% | -4.2% | +27.7% |
| 1Y | +43.4% | +42.4% | +1.0% | +28.5% |
| All | +43.4% | +32.6% | +10.8% | +28.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling