+323.2%
FAST vs DOW
-11.5%
+334.7%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.4% | +4.4% | +3.4% |
| 7D | +3.8% | -9.4% | +13.3% | +6.5% |
| 30D | +8.1% | +8.9% | -0.9% | +5.4% |
| 3M | +5.8% | +6.7% | -0.9% | +3.4% |
| 6M | +24.9% | -14.2% | +39.0% | +28.8% |
| YTD | +38.9% | +36.9% | +2.0% | +22.1% |
| 1Y | +36.5% | +45.8% | -9.3% | +17.3% |
| 3Y | +98.1% | -23.9% | +122.0% | +103.2% |
| 5Y | +109.3% | -30.8% | +140.1% | +119.0% |
| All | +323.2% | -11.5% | +334.7% | +265.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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