+533.3%
FAST vs WEC
+197.9%
+335.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.6% | -1.0% |
| 7D | +4.2% | +2.3% | +1.8% | +3.2% |
| 30D | +6.7% | +11.1% | -4.4% | +2.2% |
| 3M | +8.0% | +8.4% | -0.4% | +4.4% |
| 6M | +27.4% | +7.5% | +19.9% | +23.5% |
| YTD | +40.5% | +15.3% | +25.2% | +32.3% |
| 1Y | +38.4% | +9.7% | +28.6% | +32.8% |
| 3Y | +98.7% | +64.7% | +34.0% | +60.2% |
| 5Y | +106.7% | +57.3% | +49.4% | +69.2% |
| All | +533.3% | +197.9% | +335.4% | +386.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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