+38,976.9%
FAST vs AZO
+43,293.3%
-4,316.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.6% |
| 7D | -0.4% | +0.7% | -1.1% | -0.6% |
| 30D | -0.8% | -2.7% | +1.9% | +0.1% |
| 3M | +5.8% | -3.2% | +9.0% | +6.6% |
| 6M | +8.0% | -19.7% | +27.7% | +15.8% |
| YTD | +25.6% | -12.0% | +37.7% | +29.9% |
| 1Y | +0.8% | -29.5% | +30.3% | +12.4% |
| 3Y | +86.1% | +17.3% | +68.8% | +71.0% |
| 5Y | +100.2% | +94.1% | +6.1% | +51.5% |
| 10Y | +494.2% | +303.3% | +190.9% | +233.1% |
| All | +38,976.9% | +43,293.3% | -4,316.4% | +4,854.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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