+8.0%
FAST vs GEN
+37.7%
-29.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +2.9% | +0.7% |
| 7D | -0.4% | -1.2% | +0.8% | -0.4% |
| 30D | -0.8% | +10.1% | -10.9% | -0.3% |
| 3M | +5.8% | +16.1% | -10.3% | +6.5% |
| 6M | +8.0% | +38.9% | -30.9% | +19.6% |
| All | +8.0% | +37.7% | -29.7% | +19.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling