+282.7%
FAST vs DOW
-15.8%
+298.5%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.8% | +1.6% |
| 7D | -0.4% | -2.4% | +2.0% | +0.2% |
| 30D | -0.8% | +0.4% | -1.2% | -1.1% |
| 3M | +5.8% | -14.4% | +20.1% | +9.6% |
| 6M | +8.0% | -7.0% | +15.0% | +7.3% |
| YTD | +25.6% | +30.2% | -4.6% | +12.3% |
| 1Y | +0.8% | +29.2% | -28.4% | -10.7% |
| 3Y | +86.1% | -36.7% | +122.8% | +103.3% |
| 5Y | +100.2% | -37.7% | +137.9% | +116.5% |
| All | +282.7% | -15.8% | +298.5% | +235.8% |
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