+547.9%
FAST vs SPXU
-99.5%
+647.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -7.0% | +10.0% | +0.9% |
| 7D | +3.8% | -1.5% | +5.3% | +3.7% |
| 30D | +8.1% | +9.7% | -1.6% | +11.6% |
| 3M | +5.8% | +8.4% | -2.6% | +9.1% |
| 6M | +24.9% | -5.7% | +30.6% | +24.1% |
| YTD | +38.9% | -25.4% | +64.4% | +30.0% |
| 1Y | +36.5% | -28.9% | +65.4% | +26.3% |
| 3Y | +98.1% | -81.2% | +179.3% | +30.9% |
| 5Y | +109.3% | -83.3% | +192.6% | +53.5% |
| 10Y | +547.9% | -99.5% | +647.4% | +102.8% |
| All | +547.9% | -99.5% | +647.4% | +102.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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