+78,017.0%
FAST vs EQT
+2,858.4%
+75,158.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +5.0% | +3.4% | +1.6% | +4.2% |
| 30D | +8.6% | -3.5% | +12.1% | +9.3% |
| 3M | +6.9% | -2.8% | +9.8% | +7.3% |
| 6M | +29.6% | -5.5% | +35.1% | +30.6% |
| YTD | +41.4% | -1.1% | +42.6% | +40.3% |
| 1Y | +38.5% | -12.9% | +51.4% | +41.3% |
| 3Y | +98.7% | +39.5% | +59.2% | +75.5% |
| 5Y | +108.0% | +164.1% | -56.0% | +46.6% |
| 10Y | +549.3% | +60.8% | +488.5% | +341.7% |
| All | +78,017.0% | +2,858.4% | +75,158.6% | +18,441.4% |
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