+531.8%
FAST vs BEN
+55.0%
+476.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.1% |
| 7D | +4.8% | +12.1% | -7.3% | +0.2% |
| 30D | +8.6% | +13.4% | -4.8% | +3.3% |
| 3M | +5.7% | +9.4% | -3.7% | +1.8% |
| 6M | +25.5% | +19.3% | +6.2% | +16.4% |
| YTD | +39.6% | +57.3% | -17.7% | +15.7% |
| 1Y | +35.5% | +69.1% | -33.6% | +9.1% |
| 3Y | +96.2% | +85.6% | +10.6% | +46.8% |
| 5Y | +110.2% | +32.9% | +77.3% | +76.1% |
| 10Y | +531.8% | +58.3% | +473.5% | +351.1% |
| All | +531.8% | +55.0% | +476.9% | +351.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling