+93.7%
FAST vs WY
-25.3%
+119.0%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +1.1% |
| 7D | +2.1% | +3.1% | -1.0% | +1.1% |
| 30D | +6.9% | +13.0% | -6.1% | +2.8% |
| 3M | +4.8% | -16.8% | +21.6% | +10.8% |
| 6M | +19.8% | -11.2% | +30.9% | +23.7% |
| YTD | +34.9% | -9.1% | +44.0% | +37.9% |
| 1Y | +32.8% | -4.8% | +37.5% | +33.7% |
| 3Y | +93.7% | -25.3% | +119.0% | +108.2% |
| All | +93.7% | -25.3% | +119.0% | +108.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 3y: compounded portfolio wealth divided by compounded WY 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…
3y analysis · Full analysis span regression · 6 months rolling