+107.2%
FAST vs DOCN
+54.1%
+53.1%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.1% | +0.5% |
| 7D | -0.4% | +1.1% | -1.5% | -0.5% |
| 30D | -0.8% | -9.6% | +8.9% | -0.1% |
| 3M | +5.8% | -37.7% | +43.4% | +9.6% |
| 6M | +8.0% | +115.2% | -107.2% | -3.9% |
| YTD | +25.6% | +133.7% | -108.1% | +10.1% |
| 1Y | +0.8% | +250.2% | -249.3% | -16.6% |
| 3Y | +86.1% | +320.3% | -234.2% | +44.4% |
| All | +107.2% | +54.1% | +53.1% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 5y: compounded portfolio wealth divided by compounded DOCN 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…
5y analysis · Full analysis span regression · 6 months rolling