+311.0%
FAST vs DOW
-10.2%
+321.2%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.7% |
| 7D | +2.1% | -9.5% | +11.6% | +4.8% |
| 30D | +6.9% | +13.1% | -6.2% | +3.2% |
| 3M | +4.8% | +4.8% | 0.0% | +3.0% |
| 6M | +19.8% | -16.7% | +36.4% | +24.7% |
| YTD | +34.9% | +38.9% | -4.0% | +18.2% |
| 1Y | +32.8% | +48.3% | -15.5% | +13.6% |
| 3Y | +93.7% | -24.4% | +118.1% | +99.4% |
| 5Y | +105.3% | -29.2% | +134.5% | +113.4% |
| All | +311.0% | -10.2% | +321.2% | +253.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling