+69,298.0%
FAST vs SONY
+543.6%
+68,754.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.2% |
| 7D | -0.4% | -1.2% | +0.8% | 0.0% |
| 30D | -0.8% | +9.4% | -10.2% | -3.4% |
| 3M | +5.8% | +10.5% | -4.7% | +2.4% |
| 6M | +8.0% | +11.7% | -3.7% | +3.8% |
| YTD | +25.6% | -4.1% | +29.7% | +26.0% |
| 1Y | +0.8% | -11.8% | +12.6% | +3.1% |
| 3Y | +86.1% | +45.9% | +40.2% | +60.8% |
| 5Y | +100.2% | +16.3% | +83.9% | +82.2% |
| 10Y | +494.2% | +297.6% | +196.6% | +267.7% |
| All | +69,298.0% | +543.6% | +68,754.5% | +30,612.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 all: compounded portfolio wealth divided by compounded SONY 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…
all analysis · Full analysis span regression · 6 months rolling