+93.7%
FAST vs BEN
+63.5%
+30.2%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.7% | -4.5% | -1.0% |
| 7D | +2.1% | +6.6% | -4.5% | +0.5% |
| 30D | +6.9% | +3.8% | +3.0% | +5.8% |
| 3M | +4.8% | +0.2% | +4.6% | +4.6% |
| 6M | +19.8% | +10.4% | +9.3% | +16.3% |
| YTD | +34.9% | +46.2% | -11.3% | +21.3% |
| 1Y | +32.8% | +52.3% | -19.5% | +18.0% |
| 3Y | +93.7% | +65.9% | +27.8% | +65.2% |
| All | +93.7% | +63.5% | +30.2% | +65.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling