+87.8%
AAPL vs MGY
+25.2%
+62.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | +3.8% | +3.5% | +0.3% | +3.3% |
| 30D | +9.9% | +5.3% | +4.7% | +9.0% |
| 3M | +12.5% | +2.6% | +9.8% | +11.8% |
| 6M | +27.6% | -3.3% | +30.9% | +27.5% |
| YTD | +22.6% | +29.2% | -6.7% | +13.8% |
| 1Y | +45.0% | +18.0% | +26.9% | +37.3% |
| 3Y | +87.8% | +30.0% | +57.7% | +71.0% |
| All | +87.8% | +25.2% | +62.6% | +71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 3y: compounded portfolio wealth divided by compounded MGY 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…
3y analysis · Full analysis span regression · 6 months rolling