+499.9%
FAST vs PWR
+2,321.3%
-1,821.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.5% |
| 7D | -0.4% | +3.6% | -4.0% | -1.5% |
| 30D | -0.8% | -8.6% | +7.8% | +1.9% |
| 3M | +5.8% | -13.2% | +18.9% | +9.2% |
| 6M | +8.0% | +9.9% | -1.9% | +1.8% |
| YTD | +25.6% | +48.0% | -22.4% | +6.1% |
| 1Y | +0.8% | +66.2% | -65.4% | -19.1% |
| 3Y | +86.1% | +195.1% | -109.0% | +12.3% |
| 5Y | +100.2% | +442.6% | -342.3% | -11.0% |
| All | +499.9% | +2,321.3% | -1,821.4% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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