-19.9%
ACHR vs MGY
+25.2%
-45.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | -2.3% | +3.5% | -5.8% | -3.3% |
| 30D | -11.3% | +5.3% | -16.6% | -12.8% |
| 3M | +5.3% | +2.6% | +2.6% | +3.3% |
| 6M | -13.2% | -3.3% | -9.9% | -14.7% |
| YTD | -25.8% | +29.2% | -55.0% | -37.7% |
| 1Y | -34.3% | +18.0% | -52.3% | -42.3% |
| 3Y | -19.9% | +30.0% | -50.0% | -38.9% |
| All | -19.9% | +25.2% | -45.1% | -38.9% |
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