+547.9%
FAST vs BND
+17.0%
+530.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +2.9% | +3.0% |
| 7D | +3.8% | +0.4% | +3.4% | +3.7% |
| 30D | +8.1% | +2.0% | +6.1% | +7.5% |
| 3M | +5.8% | -0.4% | +6.2% | +5.9% |
| 6M | +24.9% | -0.9% | +25.8% | +25.2% |
| YTD | +38.9% | -0.3% | +39.3% | +39.1% |
| 1Y | +36.5% | 0.0% | +36.5% | +36.5% |
| 3Y | +98.1% | +15.1% | +83.1% | +91.7% |
| 5Y | +109.3% | -1.5% | +110.8% | +98.8% |
| 10Y | +547.9% | +17.6% | +530.3% | +674.6% |
| All | +547.9% | +17.0% | +530.9% | +674.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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