+37.4%
FAST vs FND
-14.8%
+52.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.3% |
| 7D | +4.3% | -4.4% | +8.7% | +5.2% |
| 30D | +8.3% | +14.5% | -6.2% | +5.0% |
| 3M | +6.5% | -15.6% | +22.1% | +10.3% |
| 6M | +29.5% | +4.7% | +24.8% | +26.6% |
| YTD | +41.3% | -16.1% | +57.4% | +45.5% |
| 1Y | +37.4% | -16.0% | +53.4% | +41.1% |
| All | +37.4% | -14.8% | +52.2% | +41.1% |
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