+110.2%
FAST vs MUB
+2.9%
+107.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +6.3% |
| 3M | +5.7% | -0.7% | +6.4% | +6.3% |
| 6M | +25.5% | -1.0% | +26.4% | +26.5% |
| YTD | +39.6% | 0.0% | +39.6% | +39.9% |
| 1Y | +35.5% | +0.4% | +35.1% | +35.5% |
| 3Y | +96.2% | +10.5% | +85.7% | +82.7% |
| 5Y | +110.2% | +3.1% | +107.1% | +99.8% |
| All | +110.2% | +2.9% | +107.3% | +99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling