+13,361.1%
FISV vs FAST
+78,556.9%
-65,195.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.0% | -2.0% | +0.2% |
| 7D | +22.3% | +3.8% | +18.5% | +21.0% |
| 30D | +39.2% | +8.1% | +31.1% | +36.1% |
| 3M | +21.2% | +5.8% | +15.4% | +19.1% |
| 6M | +14.5% | +24.9% | -10.4% | +7.2% |
| YTD | -5.4% | +38.9% | -44.4% | -14.5% |
| 1Y | -0.3% | +36.5% | -36.8% | -9.4% |
| 3Y | -46.8% | +98.1% | -144.9% | -57.0% |
| 5Y | -36.2% | +109.3% | -145.5% | -49.6% |
| 10Y | +26.4% | +547.9% | -521.5% | -28.2% |
| All | +13,361.1% | +78,556.9% | -65,195.8% | +3,690.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling