+94.7%
FAST vs EQT
+36.6%
+58.1%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.4% | -0.4% |
| 7D | +1.3% | -0.8% | +2.1% | +1.4% |
| 30D | -4.7% | +6.6% | -11.4% | -5.2% |
| 3M | +7.9% | +4.4% | +3.6% | +7.5% |
| 6M | +7.4% | -10.5% | +17.9% | +8.2% |
| YTD | +25.1% | +3.7% | +21.3% | +24.3% |
| 1Y | +4.7% | +9.9% | -5.2% | +3.4% |
| 3Y | +94.7% | +35.4% | +59.3% | +88.1% |
| All | +94.7% | +36.6% | +58.1% | +88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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