-52.4%
FSLY vs BEN
+42.4%
-94.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.6% | +4.6% |
| 7D | +3.5% | +4.7% | -1.2% | -0.7% |
| 30D | -6.4% | +2.6% | -9.0% | -8.5% |
| 3M | +10.9% | +11.5% | -0.6% | +0.1% |
| 6M | +6.7% | +35.3% | -28.6% | -19.6% |
| YTD | +111.1% | +48.6% | +62.5% | +42.9% |
| 1Y | +185.8% | +46.7% | +139.1% | +95.5% |
| 3Y | -6.6% | +57.0% | -63.6% | -43.8% |
| 5Y | -52.4% | +41.8% | -94.2% | -67.3% |
| All | -52.4% | +42.4% | -94.8% | -67.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling