+110.2%
FAST vs NDAQ
+68.2%
+42.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | 0.0% |
| 7D | +4.8% | +2.9% | +1.9% | +3.8% |
| 30D | +8.6% | +17.5% | -8.9% | +2.5% |
| 3M | +5.7% | +15.4% | -9.8% | +0.3% |
| 6M | +25.5% | +24.6% | +0.9% | +15.3% |
| YTD | +39.6% | +14.4% | +25.2% | +31.8% |
| 1Y | +35.5% | +26.9% | +8.6% | +22.1% |
| 3Y | +96.2% | +119.8% | -23.6% | +34.2% |
| 5Y | +110.2% | +70.5% | +39.7% | +62.2% |
| All | +110.2% | +68.2% | +42.0% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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