+531.8%
FAST vs BIL
+25.7%
+506.2%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +4.8% | +0.1% | +4.7% | +4.6% |
| 30D | +8.6% | 0.0% | +8.6% | +8.4% |
| 3M | +5.7% | +0.6% | +5.1% | +3.6% |
| 6M | +25.5% | +1.5% | +23.9% | +19.9% |
| YTD | +39.6% | +2.8% | +36.8% | +28.8% |
| 1Y | +35.5% | +3.3% | +32.2% | +23.2% |
| 3Y | +96.2% | +13.4% | +82.8% | +33.5% |
| 5Y | +110.2% | +19.8% | +90.4% | +22.1% |
| 10Y | +531.8% | +25.7% | +506.2% | +191.6% |
| All | +531.8% | +25.7% | +506.2% | +191.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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