-28.3%
FSLY vs BEN
+54.2%
-82.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.3% |
| 7D | +11.8% | +11.3% | +0.4% | +4.6% |
| 30D | -36.5% | +15.0% | -51.6% | -41.2% |
| 3M | -39.7% | +7.8% | -47.6% | -42.1% |
| 6M | -9.7% | +15.5% | -25.2% | -17.1% |
| YTD | +68.9% | +55.4% | +13.5% | +27.8% |
| 1Y | +44.5% | +63.3% | -18.8% | +6.1% |
| 3Y | +4.8% | +83.4% | -78.6% | -30.2% |
| 5Y | -66.0% | +28.1% | -94.1% | -72.6% |
| All | -28.3% | +54.2% | -82.5% | -32.9% |
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