+31.6%
FAST vs BEN
+56.2%
-24.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.7% | -3.0% | +0.7% |
| 7D | +3.4% | +6.7% | -3.3% | +2.1% |
| 30D | +5.5% | +3.0% | +2.5% | +4.9% |
| 3M | +7.6% | -4.3% | +11.9% | +8.6% |
| 6M | +19.8% | +16.4% | +3.5% | +15.1% |
| YTD | +35.5% | +46.8% | -11.3% | +20.8% |
| 1Y | +31.6% | +57.3% | -25.7% | +15.7% |
| All | +31.6% | +56.2% | -24.6% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling