+34.8%
FAST vs WPM
+40.9%
-6.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.6% | -2.6% | +2.5% |
| 7D | +3.8% | +20.8% | -17.0% | +2.2% |
| 30D | +8.1% | +3.8% | +4.3% | +7.6% |
| 3M | +5.8% | +7.4% | -1.6% | +4.7% |
| 6M | +24.9% | +4.0% | +20.9% | +24.0% |
| YTD | +38.9% | +23.0% | +15.9% | +33.7% |
| All | +34.8% | +40.9% | -6.1% | +28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling