+356.5%
WELL vs FCEL
-99.1%
+455.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.7% | +6.1% | -0.4% |
| 7D | -1.1% | +15.1% | -16.2% | -1.6% |
| 30D | +0.7% | -16.4% | +17.2% | +1.1% |
| 3M | +14.5% | -5.3% | +19.8% | +13.5% |
| 6M | +14.4% | +124.5% | -110.1% | +9.3% |
| YTD | +28.5% | +126.7% | -98.2% | +22.3% |
| 1Y | +41.8% | +219.9% | -178.1% | +32.4% |
| 3Y | +202.8% | -61.6% | +264.5% | +195.8% |
| 5Y | +208.8% | -90.5% | +299.3% | +210.7% |
| 10Y | +356.5% | -99.1% | +455.6% | +341.4% |
| All | +356.5% | -99.1% | +455.7% | +341.4% |
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