+531.8%
FAST vs MUB
+21.7%
+510.2%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | +4.8% | +0.6% | +4.2% | +4.4% |
| 30D | +8.6% | +3.4% | +5.2% | +6.4% |
| 3M | +5.7% | -0.7% | +6.4% | +6.2% |
| 6M | +25.5% | -1.0% | +26.4% | +26.3% |
| YTD | +39.6% | 0.0% | +39.6% | +39.7% |
| 1Y | +35.5% | +0.4% | +35.1% | +35.3% |
| 3Y | +96.2% | +10.5% | +85.7% | +84.4% |
| 5Y | +110.2% | +3.1% | +107.1% | +105.1% |
| 10Y | +531.8% | +22.0% | +509.8% | +587.2% |
| All | +531.8% | +21.7% | +510.2% | +587.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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