+3.1%
FERG vs GLXY
-57.6%
+60.7%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -17.0% | +19.7% | +3.5% |
| 7D | +7.7% | -26.8% | +34.5% | +9.3% |
| 30D | +11.5% | -38.3% | +49.8% | +14.1% |
| 3M | -2.4% | -36.9% | +34.5% | -0.5% |
| 6M | -4.0% | -52.1% | +48.1% | -0.3% |
| YTD | +13.4% | -37.5% | +50.9% | +13.1% |
| 1Y | +3.1% | -55.2% | +58.2% | +7.2% |
| All | +3.1% | -57.6% | +60.7% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 1y: compounded portfolio wealth divided by compounded GLXY 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…
1y analysis · Full analysis span regression · 6 months rolling