-0.4%
FISV vs FAST
+36.2%
-36.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.0% | -2.0% | +0.3% |
| 7D | +22.3% | +3.8% | +18.5% | +21.3% |
| 30D | +39.2% | +8.1% | +31.1% | +36.7% |
| 3M | +21.2% | +5.8% | +15.4% | +19.4% |
| 6M | +14.5% | +24.9% | -10.4% | +9.0% |
| YTD | -5.4% | +38.9% | -44.4% | -15.0% |
| All | -0.4% | +36.2% | -36.6% | -9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling