+11,137.3%
WELL vs FCEL
-99.8%
+11,237.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.6% | -7.7% | +0.5% |
| 7D | +3.5% | +3.0% | +0.4% | +3.2% |
| 30D | +9.7% | -40.0% | +49.7% | +12.3% |
| 3M | +4.8% | -47.0% | +51.8% | +7.4% |
| 6M | +16.1% | -21.0% | +37.1% | +13.5% |
| YTD | +34.7% | +48.0% | -13.3% | +25.4% |
| 1Y | +31.9% | +43.9% | -12.0% | +22.5% |
| 3Y | +209.9% | -67.5% | +277.4% | +195.4% |
| 5Y | +226.5% | -96.7% | +323.2% | +245.6% |
| 10Y | +455.3% | -99.0% | +554.3% | +403.7% |
| All | +11,137.3% | -99.8% | +11,237.2% | +9,762.7% |
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