+5,583.7%
FAST vs WCC
+1,380.5%
+4,203.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.6% | +9.0% | +2.1% |
| 7D | +0.7% | -21.9% | +22.5% | +7.3% |
| 30D | +4.6% | -25.4% | +30.1% | +12.7% |
| 3M | +6.4% | -23.1% | +29.5% | +13.2% |
| 6M | +20.6% | -18.1% | +38.6% | +24.9% |
| YTD | +34.7% | +17.7% | +17.0% | +25.0% |
| 1Y | +29.7% | +12.4% | +17.3% | +21.7% |
| 3Y | +89.9% | +105.9% | -15.9% | +42.1% |
| 5Y | +105.0% | +116.8% | -11.8% | +44.0% |
| 10Y | +594.2% | +456.1% | +138.1% | +235.3% |
| All | +5,583.7% | +1,380.5% | +4,203.2% | +1,658.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling