+12.8%
TEAM vs FERG
+0.8%
+12.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FERG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.3% | -4.9% | -2.5% |
| 7D | -0.4% | 0.0% | -0.4% | -0.5% |
| 30D | +67.3% | -10.2% | +77.5% | +66.6% |
| 3M | +86.8% | -0.6% | +87.4% | +87.8% |
| 6M | +146.8% | -6.5% | +153.3% | +145.4% |
| YTD | +16.9% | +4.2% | +12.7% | +16.1% |
| 1Y | +12.8% | -2.3% | +15.1% | +13.2% |
| All | +12.8% | +0.8% | +12.0% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FERG.
Daily Out/Under-Performance
Portfolio return minus FERG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FERG 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 FERG 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