+533.3%
FAST vs SU
+242.3%
+291.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.6% | -0.8% |
| 7D | +4.2% | +1.7% | +2.4% | +3.9% |
| 30D | +6.7% | -7.9% | +14.5% | +7.9% |
| 3M | +8.0% | +7.5% | +0.5% | +6.6% |
| 6M | +27.4% | +7.2% | +20.2% | +25.4% |
| YTD | +40.5% | +60.9% | -20.4% | +28.8% |
| 1Y | +38.4% | +63.6% | -25.3% | +26.5% |
| 3Y | +98.7% | +128.9% | -30.2% | +69.9% |
| 5Y | +106.7% | +228.3% | -121.6% | +62.4% |
| All | +533.3% | +242.3% | +291.0% | +401.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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