+548.6%
FAST vs IAU
+209.9%
+338.7%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.2% |
| 7D | +4.3% | -2.0% | +6.2% | +4.4% |
| 30D | +8.3% | -4.4% | +12.7% | +8.5% |
| 3M | +6.5% | -8.9% | +15.4% | +6.9% |
| 6M | +29.5% | -15.9% | +45.4% | +30.4% |
| YTD | +41.3% | -7.8% | +49.0% | +41.9% |
| 1Y | +37.4% | -3.8% | +41.2% | +37.9% |
| 3Y | +98.5% | +104.3% | -5.8% | +93.9% |
| 5Y | +111.1% | +111.2% | -0.1% | +103.8% |
| 10Y | +548.6% | +216.4% | +332.1% | +613.8% |
| All | +548.6% | +209.9% | +338.7% | +613.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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