+79.3%
ADI vs MGY
+8.9%
+70.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.2% | +2.0% | -3.6% |
| 7D | -5.1% | -12.1% | +7.0% | -6.1% |
| 30D | -3.1% | -2.6% | -0.4% | -3.1% |
| 3M | +7.1% | -4.2% | +11.4% | +7.3% |
| 6M | +2.9% | -23.9% | +26.8% | +1.4% |
| YTD | +51.1% | +8.8% | +42.3% | +43.4% |
| 1Y | +79.3% | +9.5% | +69.8% | +71.6% |
| All | +79.3% | +8.9% | +70.4% | +71.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling