+69,298.0%
FAST vs BNY
+8,176.7%
+61,121.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.4% | +0.6% |
| 7D | -0.4% | +1.4% | -1.8% | -0.9% |
| 30D | -0.8% | +3.8% | -4.6% | -2.2% |
| 3M | +5.8% | +14.9% | -9.2% | +0.1% |
| 6M | +8.0% | +40.3% | -32.4% | -5.3% |
| YTD | +25.6% | +43.8% | -18.1% | +9.0% |
| 1Y | +0.8% | +58.9% | -58.1% | -15.9% |
| 3Y | +86.1% | +290.4% | -204.3% | +10.0% |
| 5Y | +100.2% | +250.1% | -149.9% | +20.9% |
| 10Y | +494.2% | +410.7% | +83.5% | +200.0% |
| All | +69,298.0% | +8,176.7% | +61,121.3% | +12,182.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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