+12.6%
SOFI vs FSLY
-50.4%
+63.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FSLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -7.0% | +7.5% | -14.6% | -8.9% |
| 30D | -4.3% | -21.1% | +16.8% | +1.3% |
| 3M | +8.4% | +21.8% | -13.3% | +0.7% |
| 6M | -5.9% | -0.1% | -5.8% | -16.0% |
| YTD | -34.3% | +123.1% | -157.3% | -58.8% |
| 1Y | -32.6% | +208.6% | -241.1% | -64.7% |
| 3Y | +101.3% | -1.3% | +102.5% | +43.8% |
| 5Y | +12.6% | -48.4% | +60.9% | -6.2% |
| All | +12.6% | -50.4% | +63.0% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FSLY.
Daily Out/Under-Performance
Portfolio return minus FSLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FSLY 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 FSLY 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