+2,062.7%
FAST vs IAU
+875.8%
+1,186.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.8% |
| 7D | -0.4% | -0.5% | +0.2% | -0.3% |
| 30D | -0.8% | +4.4% | -5.2% | -0.9% |
| 3M | +5.8% | -1.1% | +6.8% | +5.8% |
| 6M | +8.0% | -13.7% | +21.7% | +8.3% |
| YTD | +25.6% | +2.7% | +22.9% | +25.6% |
| 1Y | +0.8% | +24.6% | -23.8% | +0.4% |
| 3Y | +86.1% | +126.8% | -40.7% | +82.9% |
| 5Y | +100.2% | +139.5% | -39.3% | +96.2% |
| 10Y | +494.2% | +226.3% | +267.9% | +483.9% |
| All | +2,062.7% | +875.8% | +1,186.9% | +1,883.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling