+76,638.8%
FAST vs TGT
+6,436.8%
+70,202.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.7% | -1.7% | +1.2% |
| 7D | +3.8% | +4.7% | -0.9% | +2.0% |
| 30D | +8.1% | +8.0% | +0.1% | +4.8% |
| 3M | +5.8% | +11.7% | -5.9% | +1.0% |
| 6M | +24.9% | +34.7% | -9.9% | +10.3% |
| YTD | +38.9% | +74.4% | -35.5% | +10.9% |
| 1Y | +36.5% | +89.2% | -52.7% | +5.4% |
| 3Y | +98.1% | +73.4% | +24.7% | +48.0% |
| 5Y | +109.3% | -24.0% | +133.3% | +107.9% |
| 10Y | +547.9% | +225.5% | +322.4% | +230.6% |
| All | +76,638.8% | +6,436.8% | +70,202.0% | +10,088.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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