+78.6%
ADBE vs MGY
+210.4%
-131.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | -5.4% | +3.5% | -8.9% | -5.9% |
| 30D | -2.5% | +5.3% | -7.8% | -3.4% |
| 3M | +15.3% | +2.6% | +12.6% | +14.4% |
| 6M | -7.8% | -3.3% | -4.6% | -7.9% |
| YTD | -27.9% | +29.2% | -57.2% | -31.5% |
| 1Y | -28.0% | +18.0% | -46.1% | -30.7% |
| 3Y | -55.3% | +30.0% | -85.3% | -58.3% |
| 5Y | -61.7% | +92.7% | -154.4% | -67.1% |
| All | +78.6% | +210.4% | -131.8% | +40.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling