+98.7%
FAST vs SPXU
-80.6%
+179.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.9% | -0.4% |
| 7D | +4.2% | -7.6% | +11.7% | +2.5% |
| 30D | +6.7% | +5.3% | +1.3% | +8.2% |
| 3M | +8.0% | +9.6% | -1.6% | +10.8% |
| 6M | +27.4% | -4.5% | +32.0% | +27.3% |
| YTD | +40.5% | -25.9% | +66.4% | +33.4% |
| 1Y | +38.4% | -28.9% | +67.2% | +30.4% |
| 3Y | +98.7% | -80.5% | +179.1% | +43.7% |
| All | +98.7% | -80.6% | +179.3% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling