+524.1%
FAST vs AU
+684.1%
-160.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.2% |
| 7D | +1.8% | +0.6% | +1.1% | +1.8% |
| 30D | -6.4% | +12.3% | -18.7% | -6.7% |
| 3M | +5.3% | +29.4% | -24.0% | +4.7% |
| 6M | +5.4% | +3.2% | +2.2% | +5.1% |
| YTD | +23.6% | +31.8% | -8.2% | +22.7% |
| 1Y | +4.1% | +83.4% | -79.3% | +2.7% |
| 3Y | +92.4% | +623.1% | -530.7% | +85.3% |
| 5Y | +106.1% | +700.5% | -594.4% | +97.8% |
| 10Y | +524.1% | +717.6% | -193.5% | +546.3% |
| All | +524.1% | +684.1% | -160.0% | +546.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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