-14.2%
FSLY vs BEN
+47.8%
-62.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.5% | -6.0% | -4.6% |
| 7D | -10.6% | +0.2% | -10.9% | -10.7% |
| 30D | -20.9% | -0.5% | -20.4% | -20.5% |
| 3M | +3.4% | +9.7% | -6.3% | -2.4% |
| 6M | +2.7% | +33.9% | -31.2% | -14.3% |
| YTD | +102.3% | +49.0% | +53.3% | +56.3% |
| 1Y | +182.1% | +42.1% | +139.9% | +124.2% |
| 3Y | -14.6% | +51.9% | -66.4% | -36.3% |
| 5Y | -55.9% | +39.0% | -94.9% | -65.0% |
| All | -14.2% | +47.8% | -62.0% | -17.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling