+509.1%
FAST vs BEN
+58.2%
+450.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.8% | -0.6% |
| 7D | -0.4% | +0.2% | -0.6% | -0.5% |
| 30D | -0.8% | -0.5% | -0.2% | -0.7% |
| 3M | +5.8% | +9.7% | -4.0% | +1.7% |
| 6M | +8.0% | +33.9% | -25.9% | -4.5% |
| YTD | +25.6% | +49.0% | -23.3% | +6.3% |
| 1Y | +0.8% | +42.1% | -41.3% | -13.4% |
| 3Y | +86.1% | +51.9% | +34.2% | +50.7% |
| 5Y | +100.2% | +39.0% | +61.2% | +62.9% |
| All | +509.1% | +58.2% | +450.9% | +320.2% |
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