+96.2%
FAST vs HDB
-5.9%
+102.1%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | +4.8% | +12.7% | -7.9% | +3.1% |
| 30D | +8.6% | +16.6% | -8.0% | +6.3% |
| 3M | +5.7% | +10.8% | -5.1% | +4.1% |
| 6M | +25.5% | +3.8% | +21.6% | +24.6% |
| YTD | +39.6% | -28.9% | +68.5% | +44.9% |
| 1Y | +35.5% | -28.0% | +63.5% | +40.4% |
| 3Y | +96.2% | -7.2% | +103.4% | +99.5% |
| All | +96.2% | -5.9% | +102.1% | +99.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling