+77,932.6%
FAST vs SU
+61,726.8%
+16,205.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +1.2% |
| 7D | +4.3% | -4.3% | +8.5% | +4.3% |
| 30D | +8.3% | -6.2% | +14.5% | +8.3% |
| 3M | +6.5% | +9.7% | -3.2% | +6.5% |
| 6M | +29.5% | +7.3% | +22.2% | +29.5% |
| YTD | +41.3% | +58.7% | -17.5% | +41.2% |
| 1Y | +37.4% | +59.7% | -22.3% | +37.3% |
| 3Y | +98.5% | +129.2% | -30.7% | +98.3% |
| 5Y | +111.1% | +223.7% | -112.6% | +110.7% |
| 10Y | +548.6% | +235.9% | +312.6% | +546.9% |
| All | +77,932.6% | +61,726.8% | +16,205.8% | +77,446.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling