+1,484.8%
FAST vs BIL
+30.3%
+1,454.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.5% |
| 7D | +0.7% | -0.3% | +0.9% | -0.2% |
| 30D | +4.6% | 0.0% | +4.7% | +4.6% |
| 3M | +6.4% | +0.3% | +6.1% | +7.4% |
| 6M | +20.6% | +1.2% | +19.4% | +25.5% |
| YTD | +34.7% | +2.4% | +32.2% | +45.9% |
| 1Y | +29.7% | +3.0% | +26.6% | +43.3% |
| 3Y | +89.9% | +13.1% | +76.8% | +190.4% |
| 5Y | +105.0% | +19.4% | +85.6% | +284.6% |
| 10Y | +594.2% | +25.2% | +569.0% | +1,479.5% |
| All | +1,484.8% | +30.3% | +1,454.4% | +3,711.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling