+524.1%
FAST vs UUUU
+524.5%
-0.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.2% |
| 7D | +1.8% | +1.8% | 0.0% | +1.7% |
| 30D | -6.4% | +1.8% | -8.3% | -6.7% |
| 3M | +5.3% | +1.3% | +4.1% | +4.8% |
| 6M | +5.4% | -26.8% | +32.2% | +6.8% |
| YTD | +23.6% | +0.1% | +23.5% | +20.8% |
| 1Y | +4.1% | +11.2% | -7.2% | -0.8% |
| 3Y | +92.4% | +97.7% | -5.3% | +67.8% |
| 5Y | +106.1% | +127.3% | -21.3% | +70.3% |
| 10Y | +524.1% | +532.6% | -8.5% | +303.7% |
| All | +524.1% | +524.5% | -0.4% | +303.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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