-5.3%
FSLY vs BEN
+45.2%
-50.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.6% |
| 7D | +11.2% | +3.4% | +7.8% | +8.8% |
| 30D | -18.2% | +1.8% | -20.0% | -19.0% |
| 3M | +21.9% | +8.4% | +13.5% | +15.7% |
| 6M | +4.0% | +35.6% | -31.6% | -13.9% |
| YTD | +123.1% | +46.4% | +76.7% | +74.1% |
| 1Y | +196.9% | +46.3% | +150.5% | +131.8% |
| 3Y | -1.3% | +54.6% | -55.9% | -27.2% |
| 5Y | -50.2% | +39.4% | -89.6% | -60.3% |
| All | -5.3% | +45.2% | -50.6% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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