+575.3%
FAST vs GEN
+157.3%
+418.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.8% | +0.7% |
| 7D | +2.1% | +2.3% | -0.2% | +1.6% |
| 30D | +6.9% | +33.1% | -26.2% | +0.7% |
| 3M | +4.8% | +6.5% | -1.6% | +2.7% |
| 6M | +19.8% | +53.8% | -34.0% | +7.9% |
| YTD | +34.9% | +11.2% | +23.7% | +30.0% |
| 1Y | +32.8% | +19.4% | +13.4% | +25.8% |
| 3Y | +93.7% | +81.0% | +12.7% | +66.4% |
| 5Y | +105.3% | +33.4% | +71.9% | +84.9% |
| All | +575.3% | +157.3% | +418.0% | +397.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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