+69,298.0%
FAST vs BEN
+4,913.3%
+64,384.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.8% | -0.7% |
| 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% | +1.4% |
| 6M | +8.0% | +33.9% | -25.9% | -5.1% |
| YTD | +25.6% | +49.0% | -23.3% | +5.5% |
| 1Y | +0.8% | +42.1% | -41.3% | -14.0% |
| 3Y | +86.1% | +51.9% | +34.2% | +49.0% |
| 5Y | +100.2% | +39.0% | +61.2% | +61.6% |
| 10Y | +494.2% | +57.9% | +436.3% | +324.9% |
| All | +69,298.0% | +4,913.3% | +64,384.7% | +14,170.6% |
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 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