+517.1%
FAST vs FND
+70.0%
+447.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.5% | +4.0% | +1.3% |
| 7D | +4.8% | +6.8% | -2.0% | +3.2% |
| 30D | +8.6% | +13.1% | -4.4% | +5.4% |
| 3M | +5.7% | -13.1% | +18.8% | +8.4% |
| 6M | +25.5% | -0.6% | +26.0% | +24.0% |
| YTD | +39.6% | -15.5% | +55.1% | +42.1% |
| 1Y | +35.5% | -13.7% | +49.1% | +37.0% |
| 3Y | +96.2% | -35.0% | +131.2% | +102.9% |
| 5Y | +110.2% | -60.1% | +170.3% | +132.2% |
| All | +517.1% | +70.0% | +447.0% | +387.0% |
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