+105.3%
FAST vs PWR
+348.7%
-243.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.3% | -6.1% | -0.9% |
| 7D | +2.1% | -12.9% | +14.9% | +4.2% |
| 30D | +6.9% | -22.8% | +29.7% | +11.4% |
| 3M | +4.8% | -19.0% | +23.8% | +8.0% |
| 6M | +19.8% | -31.1% | +50.9% | +27.1% |
| YTD | +34.9% | +28.2% | +6.7% | +23.1% |
| 1Y | +32.8% | +22.2% | +10.6% | +22.3% |
| 3Y | +93.7% | +222.1% | -128.4% | +28.0% |
| All | +105.3% | +348.7% | -243.4% | +18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling