+514.1%
FAST vs FND
+76.3%
+437.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.1% | -1.1% | +2.1% |
| 7D | +3.8% | +8.5% | -4.7% | +1.9% |
| 30D | +8.1% | +17.2% | -9.1% | +4.1% |
| 3M | +5.8% | -14.9% | +20.7% | +9.0% |
| 6M | +24.9% | +3.1% | +21.8% | +22.4% |
| YTD | +38.9% | -12.4% | +51.3% | +40.3% |
| 1Y | +36.5% | -10.0% | +46.5% | +36.8% |
| 3Y | +98.1% | -31.3% | +129.5% | +102.5% |
| 5Y | +109.3% | -60.3% | +169.6% | +131.4% |
| All | +514.1% | +76.3% | +437.8% | +381.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling