+1,182.4%
URI vs FCEL
-99.1%
+1,281.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.0% | +2.9% | -1.7% |
| 7D | -6.0% | -8.3% | +2.3% | -5.4% |
| 30D | +4.6% | -43.0% | +47.6% | +8.5% |
| 3M | -2.7% | -48.2% | +45.5% | +1.0% |
| 6M | +18.4% | -25.0% | +43.3% | +16.0% |
| YTD | +37.4% | +40.6% | -3.3% | +26.6% |
| 1Y | +30.4% | +36.0% | -5.6% | +19.9% |
| 3Y | +147.9% | -66.7% | +214.6% | +136.7% |
| 5Y | +202.1% | -96.7% | +298.7% | +225.1% |
| 10Y | +1,182.4% | -99.0% | +1,281.5% | +1,400.0% |
| All | +1,182.4% | -99.1% | +1,281.6% | +1,400.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling