+507.7%
FAST vs BND
+15.2%
+492.5%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.4% | -0.4% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | -4.7% | -0.4% | -4.4% | -4.7% |
| 3M | +7.9% | -0.2% | +8.2% | +8.0% |
| 6M | +7.4% | -1.2% | +8.6% | +7.8% |
| YTD | +25.1% | -0.3% | +25.4% | +25.2% |
| 1Y | +4.7% | +0.4% | +4.3% | +4.6% |
| 3Y | +94.7% | +13.4% | +81.3% | +89.4% |
| 5Y | +106.8% | -1.5% | +108.3% | +95.9% |
| 10Y | +507.7% | +15.5% | +492.2% | +613.6% |
| All | +507.7% | +15.2% | +492.5% | +613.6% |
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