+531.8%
FAST vs WEC
+186.5%
+345.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +4.8% | +1.4% | +3.4% | +4.2% |
| 30D | +8.6% | +12.8% | -4.2% | +3.4% |
| 3M | +5.7% | +11.2% | -5.5% | +1.1% |
| 6M | +25.5% | +6.6% | +18.9% | +22.0% |
| YTD | +39.6% | +13.8% | +25.8% | +32.1% |
| 1Y | +35.5% | +7.6% | +27.8% | +31.1% |
| 3Y | +96.2% | +62.2% | +34.0% | +59.2% |
| 5Y | +110.2% | +52.0% | +58.2% | +74.4% |
| 10Y | +531.8% | +189.4% | +342.5% | +386.3% |
| All | +531.8% | +186.5% | +345.3% | +386.3% |
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