+531.8%
FAST vs WCC
+460.5%
+71.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +4.8% | -9.9% | +14.7% | +7.3% |
| 30D | +8.6% | -13.4% | +22.0% | +12.1% |
| 3M | +5.7% | -13.5% | +19.2% | +8.7% |
| 6M | +25.5% | -10.6% | +36.1% | +26.8% |
| YTD | +39.6% | +30.1% | +9.5% | +26.1% |
| 1Y | +35.5% | +22.3% | +13.2% | +24.2% |
| 3Y | +96.2% | +130.3% | -34.1% | +41.9% |
| 5Y | +110.2% | +144.5% | -34.3% | +41.7% |
| 10Y | +531.8% | +431.8% | +100.0% | +247.5% |
| All | +531.8% | +460.5% | +71.3% | +247.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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