+98.7%
FAST vs GEN
+67.9%
+30.8%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -1.0% |
| 7D | +4.2% | +2.0% | +2.1% | +3.8% |
| 30D | +6.7% | +27.7% | -21.1% | +2.3% |
| 3M | +8.0% | +3.3% | +4.8% | +7.2% |
| 6M | +27.4% | +31.8% | -4.4% | +19.8% |
| YTD | +40.5% | +13.5% | +27.0% | +38.7% |
| 1Y | +38.4% | +16.0% | +22.3% | +35.6% |
| 3Y | +98.7% | +70.6% | +28.1% | +76.7% |
| All | +98.7% | +67.9% | +30.8% | +76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling