+105.3%
FAST vs BEN
+19.4%
+85.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.7% | -4.5% | -1.4% |
| 7D | +2.1% | +6.6% | -4.5% | -0.2% |
| 30D | +6.9% | +3.8% | +3.0% | +5.4% |
| 3M | +4.8% | +0.2% | +4.6% | +4.5% |
| 6M | +19.8% | +10.4% | +9.3% | +15.0% |
| YTD | +34.9% | +46.2% | -11.3% | +16.8% |
| 1Y | +32.8% | +52.3% | -19.5% | +13.2% |
| 3Y | +93.7% | +65.9% | +27.8% | +54.3% |
| All | +105.3% | +19.4% | +85.9% | +80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling