+32.8%
FAST vs FND
-16.0%
+48.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +2.1% | +7.7% | -5.6% | +0.4% |
| 30D | +6.9% | +11.9% | -5.0% | +4.1% |
| 3M | +4.8% | -14.6% | +19.4% | +8.2% |
| 6M | +19.8% | +0.5% | +19.3% | +18.4% |
| YTD | +34.9% | -15.8% | +50.7% | +38.9% |
| 1Y | +32.8% | -12.9% | +45.7% | +35.5% |
| All | +32.8% | -16.0% | +48.8% | +35.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling