+547.9%
FAST vs GEN
+166.9%
+381.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +2.9% | +3.0% |
| 7D | +3.8% | -0.3% | +4.1% | +3.9% |
| 30D | +8.1% | +28.2% | -20.1% | +2.6% |
| 3M | +5.8% | +2.6% | +3.2% | +4.5% |
| 6M | +24.9% | +32.7% | -7.8% | +16.3% |
| YTD | +38.9% | +11.3% | +27.7% | +33.8% |
| 1Y | +36.5% | +17.9% | +18.5% | +29.7% |
| 3Y | +98.1% | +66.3% | +31.8% | +73.5% |
| 5Y | +109.3% | +31.7% | +77.6% | +89.2% |
| 10Y | +547.9% | +150.0% | +397.9% | +381.5% |
| All | +547.9% | +166.9% | +381.0% | +381.5% |
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