+537.5%
FAST vs HDB
+62.8%
+474.7%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.4% |
| 7D | +5.0% | +4.1% | +0.9% | +4.0% |
| 30D | +8.6% | +13.0% | -4.4% | +5.4% |
| 3M | +6.9% | +11.3% | -4.3% | +3.9% |
| 6M | +29.6% | +6.9% | +22.6% | +26.7% |
| YTD | +41.4% | -29.6% | +71.1% | +52.5% |
| 1Y | +38.5% | -29.5% | +68.0% | +49.2% |
| 3Y | +98.7% | -8.1% | +106.9% | +97.4% |
| 5Y | +108.0% | -23.4% | +131.5% | +113.2% |
| All | +537.5% | +62.8% | +474.7% | +453.1% |
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