+537.5%
FAST vs DAR
+307.1%
+230.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.3% |
| 7D | +5.0% | +9.2% | -4.2% | +3.2% |
| 30D | +8.6% | -12.3% | +20.8% | +11.2% |
| 3M | +6.9% | -12.7% | +19.6% | +9.3% |
| 6M | +29.6% | -12.8% | +42.4% | +32.0% |
| YTD | +41.4% | +53.8% | -12.4% | +27.7% |
| 1Y | +38.5% | +60.3% | -21.8% | +23.8% |
| 3Y | +98.7% | +31.7% | +67.0% | +78.3% |
| 5Y | +108.0% | -27.7% | +135.8% | +108.9% |
| All | +537.5% | +307.1% | +230.4% | +266.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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