+4,062.5%
DELL vs FAST
+506.4%
+3,556.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | +25.6% | +1.3% | +24.3% | +24.8% |
| 30D | +17.7% | -4.7% | +22.4% | +20.0% |
| 3M | +33.4% | +7.9% | +25.5% | +28.1% |
| 6M | +266.2% | +7.4% | +258.8% | +249.7% |
| YTD | +328.0% | +25.1% | +302.9% | +281.5% |
| 1Y | +339.6% | +4.7% | +334.9% | +323.2% |
| 3Y | +694.6% | +94.7% | +599.9% | +463.0% |
| 5Y | +1,122.0% | +106.8% | +1,015.2% | +733.0% |
| 10Y | +4,062.5% | +507.7% | +3,554.8% | +1,914.1% |
| All | +4,062.5% | +506.4% | +3,556.1% | +1,914.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FAST.
Daily Out/Under-Performance
Portfolio return minus FAST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FAST 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 FAST 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