+537.5%
FAST vs BUD
-3.2%
+540.7%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +5.0% | -1.6% | +6.6% | +5.4% |
| 30D | +8.6% | +6.7% | +1.9% | +6.7% |
| 3M | +6.9% | +5.9% | +1.0% | +5.2% |
| 6M | +29.6% | +5.1% | +24.5% | +27.5% |
| YTD | +41.4% | +32.9% | +8.5% | +30.7% |
| 1Y | +38.5% | +31.8% | +6.7% | +28.3% |
| 3Y | +98.7% | +47.4% | +51.4% | +76.8% |
| 5Y | +108.0% | +50.8% | +57.2% | +80.8% |
| All | +537.5% | -3.2% | +540.7% | +501.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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