+548.6%
FAST vs WCN
+309.3%
+239.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +0.9% |
| 7D | +4.3% | +0.4% | +3.9% | +4.0% |
| 30D | +8.3% | +25.3% | -17.0% | -5.1% |
| 3M | +6.5% | +15.4% | -9.0% | -2.3% |
| 6M | +29.5% | +27.8% | +1.7% | +11.6% |
| YTD | +41.3% | +10.6% | +30.7% | +31.6% |
| 1Y | +37.4% | +15.8% | +21.6% | +24.3% |
| 3Y | +98.5% | +50.3% | +48.3% | +49.8% |
| 5Y | +111.1% | +46.9% | +64.2% | +58.8% |
| 10Y | +548.6% | +318.8% | +229.8% | +200.4% |
| All | +548.6% | +309.3% | +239.3% | +200.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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