+10,629.4%
WELL vs FCEL
-99.8%
+10,729.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -2.2% |
| 7D | -0.8% | -15.8% | +15.0% | 0.0% |
| 30D | -0.1% | -29.3% | +29.2% | +1.5% |
| 3M | +18.0% | -30.1% | +48.2% | +18.0% |
| 6M | +15.0% | +74.4% | -59.4% | +7.5% |
| YTD | +28.6% | +104.5% | -75.9% | +18.5% |
| 1Y | +42.9% | +281.4% | -238.5% | +25.3% |
| 3Y | +203.0% | -66.1% | +269.1% | +190.1% |
| 5Y | +206.9% | -91.9% | +298.7% | +208.6% |
| 10Y | +339.5% | -99.2% | +438.7% | +310.7% |
| All | +10,629.4% | -99.8% | +10,729.2% | +9,222.9% |
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 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