-56.5%
FISV vs FAST
+108.2%
-164.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.9% |
| 7D | -1.6% | +1.3% | -2.9% | -2.0% |
| 30D | -3.0% | -4.7% | +1.8% | -1.3% |
| 3M | -3.5% | +7.9% | -11.5% | -6.4% |
| 6M | -19.4% | +7.4% | -26.8% | -22.1% |
| YTD | -24.3% | +25.1% | -49.4% | -31.4% |
| 1Y | -62.4% | +4.7% | -67.1% | -63.4% |
| 3Y | -58.2% | +94.7% | -152.9% | -69.7% |
| 5Y | -56.5% | +106.8% | -163.3% | -71.7% |
| All | -56.5% | +108.2% | -164.7% | -71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FAST.
Daily Out/Under-Performance
Portfolio return minus FAST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FAST 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FAST 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling