+547.9%
FAST vs IAU
+209.6%
+338.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.8% | +1.1% | +2.9% |
| 7D | +3.8% | +4.9% | -1.1% | +3.6% |
| 30D | +8.1% | -1.4% | +9.5% | +8.1% |
| 3M | +5.8% | -4.8% | +10.6% | +6.0% |
| 6M | +24.9% | -12.5% | +37.3% | +25.5% |
| YTD | +38.9% | -4.2% | +43.1% | +39.4% |
| 1Y | +36.5% | +3.1% | +33.4% | +36.8% |
| 3Y | +98.1% | +110.0% | -11.8% | +93.4% |
| 5Y | +109.3% | +123.1% | -13.7% | +102.1% |
| 10Y | +547.9% | +216.7% | +331.2% | +613.7% |
| All | +547.9% | +209.6% | +338.3% | +613.7% |
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