-3.5%
FSLY vs AGI
+737.5%
-741.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.9% |
| 7D | +12.5% | -2.7% | +15.2% | +12.9% |
| 30D | -18.8% | +7.2% | -26.1% | -19.7% |
| 3M | +22.7% | +4.3% | +18.4% | +21.4% |
| 6M | -3.7% | -27.1% | +23.4% | -0.5% |
| YTD | +127.5% | -6.6% | +134.1% | +122.8% |
| 1Y | +193.5% | +9.5% | +184.0% | +177.6% |
| 3Y | -1.3% | +208.4% | -209.8% | -25.8% |
| 5Y | -47.3% | +401.6% | -449.0% | -65.0% |
| All | -3.5% | +737.5% | -741.0% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling