+69,298.0%
FAST vs SU
+60,256.6%
+9,041.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.8% |
| 7D | -0.4% | +3.6% | -3.9% | -0.4% |
| 30D | -0.8% | +7.9% | -8.6% | -0.8% |
| 3M | +5.8% | +3.5% | +2.3% | +5.7% |
| 6M | +8.0% | +19.0% | -11.0% | +8.0% |
| YTD | +25.6% | +55.0% | -29.3% | +25.5% |
| 1Y | +0.8% | +71.2% | -70.4% | +0.7% |
| 3Y | +86.1% | +117.4% | -31.3% | +85.9% |
| 5Y | +100.2% | +335.2% | -234.9% | +99.7% |
| 10Y | +494.2% | +248.7% | +245.4% | +492.7% |
| All | +69,298.0% | +60,256.6% | +9,041.4% | +68,869.3% |
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