-47.3%
FSLY vs SOXQ
+258.1%
-305.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -35.7% |
| YTD | +127.5% | +67.2% | +60.3% | +34.7% |
| 1Y | +193.5% | +98.0% | +95.5% | +45.0% |
| 3Y | -1.3% | +237.2% | -238.5% | -75.8% |
| All | -47.3% | +258.1% | -305.4% | -87.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling