+69,298.0%
FAST vs GEN
+8,838.9%
+60,459.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +2.9% | +1.1% |
| 7D | -0.4% | -1.2% | +0.8% | -0.2% |
| 30D | -0.8% | +10.1% | -10.9% | -2.6% |
| 3M | +5.8% | +16.1% | -10.3% | +2.8% |
| 6M | +8.0% | +38.9% | -30.9% | +1.0% |
| YTD | +25.6% | +14.4% | +11.2% | +21.4% |
| 1Y | +0.8% | +5.9% | -5.1% | -1.3% |
| 3Y | +86.1% | +58.8% | +27.3% | +68.1% |
| 5Y | +100.2% | +24.7% | +75.5% | +86.3% |
| 10Y | +494.2% | +163.1% | +331.1% | +365.4% |
| All | +69,298.0% | +8,838.9% | +60,459.2% | +20,264.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling