+69,298.0%
FAST vs EQT
+3,007.4%
+66,290.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.5% | +0.9% |
| 7D | -0.4% | +1.1% | -1.5% | -0.6% |
| 30D | -0.8% | +7.7% | -8.5% | -2.5% |
| 3M | +5.8% | +0.2% | +5.6% | +5.4% |
| 6M | +8.0% | -9.5% | +17.5% | +10.0% |
| YTD | +25.6% | +3.8% | +21.8% | +23.5% |
| 1Y | +0.8% | +7.8% | -7.0% | -2.2% |
| 3Y | +86.1% | +30.1% | +56.0% | +67.3% |
| 5Y | +100.2% | +188.6% | -88.4% | +37.1% |
| 10Y | +494.2% | +54.6% | +439.6% | +312.7% |
| All | +69,298.0% | +3,007.4% | +66,290.6% | +16,224.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling