+42.3%
WELL vs FCEL
+197.5%
-155.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.9% | +5.8% | -0.2% |
| 7D | -2.2% | +6.3% | -8.5% | -2.1% |
| 30D | +4.7% | -18.8% | +23.5% | +4.4% |
| 3M | +11.9% | -3.8% | +15.8% | +12.0% |
| 6M | +14.3% | +121.1% | -106.8% | +15.2% |
| YTD | +28.4% | +113.3% | -84.9% | +29.2% |
| 1Y | +42.3% | +173.5% | -131.2% | +42.3% |
| All | +42.3% | +197.5% | -155.2% | +42.3% |
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