-3.2%
FSLY vs SOXQ
+227.1%
-230.3%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +1.6% |
| 7D | +7.5% | +2.3% | +5.2% | +5.9% |
| 30D | -21.1% | -3.9% | -17.2% | -18.8% |
| 3M | +21.8% | -4.7% | +26.5% | +21.6% |
| 6M | -0.1% | +47.9% | -48.0% | -24.3% |
| YTD | +123.1% | +64.3% | +58.8% | +55.5% |
| 1Y | +208.6% | +95.7% | +112.8% | +87.3% |
| All | -3.2% | +227.1% | -230.3% | -72.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling