+77,932.6%
FAST vs BEN
+5,193.4%
+72,739.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +4.3% | +7.2% | -2.9% | +1.2% |
| 30D | +8.3% | +14.1% | -5.8% | +2.4% |
| 3M | +6.5% | +9.9% | -3.4% | +2.1% |
| 6M | +29.5% | +17.4% | +12.1% | +20.3% |
| YTD | +41.3% | +57.3% | -16.0% | +15.7% |
| 1Y | +37.4% | +66.9% | -29.5% | +9.7% |
| 3Y | +98.5% | +85.7% | +12.9% | +46.3% |
| 5Y | +111.1% | +31.2% | +79.9% | +75.5% |
| 10Y | +548.6% | +61.0% | +487.5% | +359.1% |
| All | +77,932.6% | +5,193.4% | +72,739.1% | +15,540.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling