+87.6%
SMH vs FCEL
+180.7%
-93.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.5% | +1.2% |
| 7D | +0.3% | +6.3% | -6.0% | -0.7% |
| 30D | -2.8% | -26.7% | +23.9% | +0.3% |
| 3M | -6.7% | -10.2% | +3.5% | -7.0% |
| 6M | +41.8% | +123.5% | -81.7% | +25.6% |
| YTD | +57.9% | +117.4% | -59.5% | +39.2% |
| 1Y | +87.6% | +146.0% | -58.3% | +61.9% |
| All | +87.6% | +180.7% | -93.1% | +61.9% |
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