+76,638.8%
FAST vs SU
+60,355.2%
+16,283.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.9% | +4.9% | +3.0% |
| 7D | +3.8% | -10.6% | +14.4% | +3.9% |
| 30D | +8.1% | -6.6% | +14.7% | +8.1% |
| 3M | +5.8% | +12.9% | -7.1% | +5.8% |
| 6M | +24.9% | +6.7% | +18.1% | +24.8% |
| YTD | +38.9% | +55.2% | -16.3% | +38.8% |
| 1Y | +36.5% | +61.5% | -25.1% | +36.4% |
| 3Y | +98.1% | +128.7% | -30.6% | +97.9% |
| 5Y | +109.3% | +210.8% | -101.5% | +108.9% |
| 10Y | +547.9% | +214.4% | +333.6% | +546.3% |
| All | +76,638.8% | +60,355.2% | +16,283.6% | +76,163.4% |
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 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