+31.6%
FAST vs XHB
+5.8%
+25.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.4% | -3.8% | -0.5% |
| 7D | +3.4% | +9.7% | -6.3% | -0.5% |
| 30D | +5.5% | +11.7% | -6.1% | +0.7% |
| 3M | +7.6% | -1.4% | +8.9% | +8.4% |
| 6M | +19.8% | +6.8% | +13.0% | +15.7% |
| YTD | +35.5% | +5.5% | +30.0% | +31.9% |
| 1Y | +31.6% | +5.1% | +26.5% | +28.0% |
| All | +31.6% | +5.8% | +25.8% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling