+547.9%
FAST vs WU
-36.4%
+584.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.1% |
| 7D | +3.8% | +9.1% | -5.2% | +0.9% |
| 30D | +8.1% | +12.1% | -4.0% | +4.0% |
| 3M | +5.8% | +0.3% | +5.5% | +5.1% |
| 6M | +24.9% | -19.1% | +44.0% | +31.6% |
| YTD | +38.9% | -19.2% | +58.1% | +45.7% |
| 1Y | +36.5% | -15.3% | +51.8% | +40.4% |
| 3Y | +98.1% | -21.3% | +119.5% | +104.8% |
| 5Y | +109.3% | -41.7% | +151.0% | +137.3% |
| 10Y | +547.9% | -36.0% | +583.9% | +582.9% |
| All | +547.9% | -36.4% | +584.3% | +582.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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