+107.2%
FAST vs WU
-50.7%
+157.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.7% | +1.0% |
| 7D | -0.4% | -0.8% | +0.5% | -0.2% |
| 30D | -0.8% | -1.1% | +0.3% | -0.7% |
| 3M | +5.8% | -3.9% | +9.6% | +5.5% |
| 6M | +8.0% | -20.7% | +28.6% | +12.6% |
| YTD | +25.6% | -18.4% | +44.0% | +29.9% |
| 1Y | +0.8% | -8.1% | +8.9% | +0.5% |
| 3Y | +86.1% | -24.2% | +110.3% | +93.2% |
| All | +107.2% | -50.7% | +157.8% | +132.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling