-57.4%
FSLY vs SOXQ
+286.7%
-344.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +0.5% |
| 7D | +12.5% | +0.8% | +11.7% | +11.8% |
| 30D | -18.8% | -4.6% | -14.3% | -15.2% |
| 3M | +22.7% | -10.2% | +32.8% | +29.2% |
| 6M | -3.7% | +49.7% | -53.4% | -35.5% |
| YTD | +127.5% | +67.2% | +60.3% | +35.4% |
| 1Y | +193.5% | +98.0% | +95.5% | +46.1% |
| 3Y | -1.3% | +237.2% | -238.5% | -75.3% |
| 5Y | -47.3% | +261.3% | -308.6% | -87.5% |
| All | -57.4% | +286.7% | -344.1% | -90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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