+98.7%
FAST vs DHI
+23.8%
+74.9%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.8% |
| 7D | +4.2% | -4.1% | +8.2% | +5.1% |
| 30D | +6.7% | +9.3% | -2.6% | +4.3% |
| 3M | +8.0% | -2.6% | +10.6% | +8.3% |
| 6M | +27.4% | +4.1% | +23.3% | +25.4% |
| YTD | +40.5% | +2.3% | +38.2% | +38.5% |
| 1Y | +38.4% | +2.7% | +35.6% | +36.2% |
| 3Y | +98.7% | +23.2% | +75.5% | +74.0% |
| All | +98.7% | +23.8% | +74.9% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 3y: compounded portfolio wealth divided by compounded DHI 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…
3y analysis · Full analysis span regression · 6 months rolling