+537.5%
FAST vs SPMO
+469.5%
+68.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +5.0% | +9.8% | -4.8% | -0.7% |
| 30D | +8.6% | -9.2% | +17.7% | +14.4% |
| 3M | +6.9% | -11.0% | +17.9% | +13.7% |
| 6M | +29.6% | -6.6% | +36.2% | +31.4% |
| YTD | +41.4% | +13.3% | +28.1% | +25.3% |
| 1Y | +38.5% | +12.7% | +25.9% | +23.1% |
| 3Y | +98.7% | +127.5% | -28.8% | +3.5% |
| 5Y | +108.0% | +117.4% | -9.3% | +11.3% |
| All | +537.5% | +469.5% | +68.0% | +97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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