-66.0%
FSLY vs SPXU
-83.8%
+17.8%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | +0.3% |
| 7D | +11.8% | -9.4% | +21.1% | +4.5% |
| 30D | -36.5% | +7.4% | -44.0% | -29.9% |
| 3M | -39.7% | +6.2% | -45.9% | -33.2% |
| 6M | -9.7% | -7.2% | -2.4% | -6.5% |
| YTD | +68.9% | -26.8% | +95.6% | +51.6% |
| 1Y | +44.5% | -26.3% | +70.7% | +31.5% |
| 3Y | +4.8% | -80.6% | +85.4% | -56.1% |
| 5Y | -66.0% | -83.6% | +17.5% | -79.7% |
| All | -66.0% | -83.8% | +17.8% | -79.7% |
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