+74,417.0%
FAST vs MKC
+3,165.5%
+71,251.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.3% | +3.5% | +1.3% |
| 7D | +2.1% | +2.3% | -0.3% | +1.2% |
| 30D | +6.9% | +8.1% | -1.2% | +3.9% |
| 3M | +4.8% | -6.4% | +11.3% | +6.7% |
| 6M | +19.8% | +1.8% | +18.0% | +18.0% |
| YTD | +34.9% | -26.9% | +61.8% | +47.5% |
| 1Y | +32.8% | -21.7% | +54.5% | +41.6% |
| 3Y | +93.7% | -18.7% | +112.5% | +100.5% |
| 5Y | +105.3% | -32.8% | +138.1% | +123.6% |
| 10Y | +595.4% | +27.0% | +568.4% | +492.8% |
| All | +74,417.0% | +3,165.5% | +71,251.5% | +26,316.5% |
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