Most platforms force you into pre-canned analysis—1-year, 3-year, 5-year numbers. Your holding periods don't fit those boxes. FastTrack lets you analyze ANY time period. In this video I'll show you how. I'm going to use the February to April 2025 tariff drawdown as an example, but this works for any timeframe you care about. Let's go.
I'm logged into FastTrack and I'm on the chart page. In red, I have SPY—a large and popular S&P 500 ETF. I've got a one-year chart up. Now I'm going to highlight the early 2025 drawdown with my mouse. This is the period we want to analyze.
See this? February 19th to April 21st—43 market days. That's the tariff selloff. When I highlight this area, a button appears in the upper right: Sheet. This will launch the spreadsheet with this exact timeframe already set. Let me click it now.
Alright, we're on the sheet page now. I've pre-loaded this with a group of equity and alternative funds—no bonds. We're looking to see which securities performed well during this specific timeframe.
Notice the dates up here: February 19 to April 21, 2025. Every metric you see—returns, max drawdown, standard deviation, Sharpe ratio—all calculated for this exact period.
Let me rank by total return first. What actually went UP during the drawdown? Interesting. Low-volatility funds, defensive strategies at the top. That's expected behavior during a selloff—these funds are designed for stability.
Now let me flip it—worst performers. Look at this. High-beta, growth-oriented funds got hammered—down 25, 30%. These amplify your downside risk.
Let me sort by risk-adjusted return instead—Sharpe ratio. Now we're seeing which funds had the best return relative to their volatility during this period. Different ranking, different insights.
The point here isn't which specific funds won or lost during the tariff selloff. The point is: I can now analyze ANY group of funds during ANY timeframe I choose—not just preset 1-year, 3-year, 5-year boxes.
So what other timeframes could you analyze? Your actual purchase date—4.2 years ago, not some preset. A specific crisis—COVID crash, 2022 bear market. Peak-to-peak instead of calendar years. Whatever matters to YOUR strategy.
Here's the workflow: Highlight a period on the chart. Click Sheet. It launches with your timeframe set. Rank by what matters. Your holding periods don't fit preset boxes. Your analysis shouldn't either.
Try it. Pick a timeframe that matters to you. That's custom period analysis. See you tomorrow.