+37.4%
FAST vs WEC
+8.0%
+29.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.0% |
| 7D | +4.3% | -0.5% | +4.8% | +4.5% |
| 30D | +8.3% | +12.0% | -3.7% | +3.7% |
| 3M | +6.5% | +11.1% | -4.6% | +2.1% |
| 6M | +29.5% | +6.0% | +23.5% | +26.8% |
| YTD | +41.3% | +14.3% | +27.0% | +35.3% |
| 1Y | +37.4% | +8.0% | +29.4% | +31.1% |
| All | +37.4% | +8.0% | +29.4% | +31.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling