+38.4%
FAST vs WCC
+22.3%
+16.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.0% | -0.4% |
| 7D | +4.2% | +9.9% | -5.8% | +2.4% |
| 30D | +6.7% | -8.4% | +15.1% | +7.8% |
| 3M | +8.0% | -10.3% | +18.4% | +9.4% |
| 6M | +27.4% | -10.5% | +37.9% | +29.2% |
| YTD | +40.5% | +32.2% | +8.3% | +25.0% |
| 1Y | +38.4% | +25.5% | +12.8% | +24.6% |
| All | +38.4% | +22.3% | +16.0% | +24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling