+509.1%
FAST vs WPM
+509.3%
-0.2%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.8% | +0.8% |
| 7D | -0.4% | +1.1% | -1.4% | -0.4% |
| 30D | -0.8% | +26.4% | -27.1% | -2.3% |
| 3M | +5.8% | +20.8% | -15.1% | +4.3% |
| 6M | +8.0% | +1.1% | +6.9% | +7.4% |
| YTD | +25.6% | +32.5% | -6.8% | +22.8% |
| 1Y | +0.8% | +51.5% | -50.7% | -2.4% |
| 3Y | +86.1% | +267.0% | -180.9% | +69.5% |
| 5Y | +100.2% | +250.1% | -149.9% | +80.4% |
| All | +509.1% | +509.3% | -0.2% | +476.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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