-48.4%
FSLY vs SPXU
-85.5%
+37.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | +1.3% |
| 7D | +7.5% | +6.4% | +1.2% | +12.1% |
| 30D | -21.1% | +5.9% | -27.0% | -17.4% |
| 3M | +21.8% | -11.7% | +33.4% | +14.1% |
| 6M | -0.1% | -28.7% | +28.6% | -16.7% |
| YTD | +123.1% | -26.4% | +149.4% | +90.2% |
| 1Y | +208.6% | -35.2% | +243.8% | +144.0% |
| 3Y | -1.3% | -79.8% | +78.5% | -58.5% |
| 5Y | -48.4% | -86.1% | +37.7% | -73.0% |
| All | -48.4% | -85.5% | +37.2% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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