+1,574.3%
FAST vs WU
-19.6%
+1,593.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.7% | +1.1% |
| 7D | -0.4% | -0.8% | +0.5% | -0.1% |
| 30D | -0.8% | -1.1% | +0.3% | -0.6% |
| 3M | +5.8% | -3.9% | +9.6% | +5.3% |
| 6M | +8.0% | -20.7% | +28.6% | +15.6% |
| YTD | +25.6% | -18.4% | +44.0% | +32.6% |
| 1Y | +0.8% | -8.1% | +8.9% | +0.2% |
| 3Y | +86.1% | -24.2% | +110.3% | +95.7% |
| 5Y | +100.2% | -50.4% | +150.7% | +144.8% |
| 10Y | +494.2% | -40.0% | +534.2% | +543.4% |
| All | +1,574.3% | -19.6% | +1,593.9% | +1,338.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling