+188.3%
AMAT vs MGY
+21.0%
+167.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.2% | -0.6% |
| 7D | +6.9% | +1.5% | +5.4% | +7.2% |
| 30D | -10.1% | +6.8% | -17.0% | -8.9% |
| 3M | -6.0% | +2.6% | -8.6% | -4.5% |
| 6M | +38.6% | -3.1% | +41.8% | +37.4% |
| YTD | +83.1% | +29.4% | +53.7% | +79.0% |
| 1Y | +188.3% | +22.3% | +166.0% | +187.8% |
| All | +188.3% | +21.0% | +167.3% | +187.8% |
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