+575.3%
FAST vs HDB
+57.5%
+517.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.2% |
| 7D | +2.1% | +13.3% | -11.3% | -0.9% |
| 30D | +6.9% | +13.6% | -6.7% | +3.6% |
| 3M | +4.8% | +5.8% | -0.9% | +3.1% |
| 6M | +19.8% | -1.9% | +21.7% | +19.6% |
| YTD | +34.9% | -31.2% | +66.1% | +46.2% |
| 1Y | +32.8% | -29.6% | +62.3% | +43.1% |
| 3Y | +93.7% | -10.1% | +103.8% | +93.3% |
| 5Y | +105.3% | -24.3% | +129.6% | +110.9% |
| All | +575.3% | +57.5% | +517.8% | +494.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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