-31.9%
ADSK vs MGY
+15.5%
-47.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.5% | -6.8% | -8.3% |
| 7D | -16.4% | +2.1% | -18.5% | -16.4% |
| 30D | -9.2% | +13.8% | -23.0% | -8.9% |
| 3M | -6.7% | -4.3% | -2.5% | -6.6% |
| 6M | -15.5% | -5.1% | -10.4% | -15.7% |
| YTD | -26.4% | +24.8% | -51.2% | -24.8% |
| 1Y | -31.9% | +11.8% | -43.7% | -30.7% |
| All | -31.9% | +15.5% | -47.4% | -30.7% |
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