+32.7%
SBUX vs FAST
+36.2%
-3.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.0% | +0.8% | +2.9% |
| 7D | +4.8% | +3.8% | +1.0% | +3.7% |
| 30D | +20.6% | +8.1% | +12.5% | +17.9% |
| 3M | +4.3% | +5.8% | -1.5% | +2.5% |
| 6M | +5.5% | +24.9% | -19.3% | -1.5% |
| YTD | +32.3% | +38.9% | -6.6% | +9.7% |
| All | +32.7% | +36.2% | -3.5% | +13.3% |
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