+138.3%
ADI vs MGY
+88.8%
+49.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.8% |
| 7D | +4.6% | +3.5% | +1.0% | +3.7% |
| 30D | -1.2% | +5.3% | -6.4% | -2.5% |
| 3M | -7.8% | +2.6% | -10.5% | -8.9% |
| 6M | +19.3% | -3.3% | +22.6% | +18.8% |
| YTD | +40.9% | +29.2% | +11.7% | +28.6% |
| 1Y | +54.5% | +18.0% | +36.5% | +44.4% |
| 3Y | +123.4% | +30.0% | +93.4% | +101.4% |
| All | +138.3% | +88.8% | +49.5% | +104.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling