+531.8%
FAST vs WWD
+460.9%
+70.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | +4.8% | +0.4% | +4.4% | +4.6% |
| 30D | +8.6% | -0.4% | +9.0% | +8.4% |
| 3M | +5.7% | -6.1% | +11.8% | +7.2% |
| 6M | +25.5% | -9.5% | +35.0% | +27.9% |
| YTD | +39.6% | +10.8% | +28.8% | +32.8% |
| 1Y | +35.5% | +23.5% | +12.0% | +24.2% |
| 3Y | +96.2% | +151.3% | -55.1% | +40.2% |
| 5Y | +110.2% | +187.8% | -77.6% | +40.5% |
| 10Y | +531.8% | +461.1% | +70.7% | +228.5% |
| All | +531.8% | +460.9% | +70.9% | +228.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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