+69,298.0%
FAST vs MKC
+3,376.8%
+65,921.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.7% | +1.1% |
| 7D | -0.4% | -5.9% | +5.5% | +1.7% |
| 30D | -0.8% | -0.9% | +0.1% | -0.6% |
| 3M | +5.8% | +12.7% | -7.0% | +1.1% |
| 6M | +8.0% | -19.3% | +27.3% | +15.1% |
| YTD | +25.6% | -22.2% | +47.8% | +35.0% |
| 1Y | +0.8% | -23.3% | +24.1% | +8.5% |
| 3Y | +86.1% | -30.0% | +116.1% | +103.1% |
| 5Y | +100.2% | -33.8% | +134.0% | +120.2% |
| 10Y | +494.2% | +24.4% | +469.7% | +412.2% |
| All | +69,298.0% | +3,376.8% | +65,921.3% | +24,075.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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