+11,065.8%
WELL vs FCEL
-99.8%
+11,165.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.4% | +5.4% | -0.6% |
| 7D | +0.1% | +14.8% | -14.6% | -0.7% |
| 30D | +6.8% | -33.9% | +40.7% | +8.7% |
| 3M | +6.7% | -52.7% | +59.4% | +10.0% |
| 6M | +13.8% | -40.0% | +53.8% | +13.1% |
| YTD | +33.8% | +40.2% | -6.4% | +24.9% |
| 1Y | +29.6% | +32.9% | -3.3% | +20.9% |
| 3Y | +203.1% | -66.8% | +269.9% | +188.4% |
| 5Y | +223.8% | -97.0% | +320.8% | +244.5% |
| 10Y | +462.8% | -99.1% | +561.8% | +412.5% |
| All | +11,065.8% | -99.8% | +11,165.6% | +9,725.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling