+376.7%
AMD vs MGY
+23.8%
+352.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.3% | +3.6% | +5.3% |
| 7D | +10.0% | -0.9% | +10.9% | +10.3% |
| 30D | +4.6% | +10.1% | -5.5% | +1.7% |
| 3M | +3.1% | -1.5% | +4.6% | +3.1% |
| 6M | +162.8% | -4.9% | +167.7% | +160.4% |
| YTD | +136.2% | +27.7% | +108.5% | +103.0% |
| 1Y | +234.0% | +20.1% | +214.0% | +194.2% |
| 3Y | +376.7% | +24.9% | +351.8% | +317.1% |
| All | +376.7% | +23.8% | +352.9% | +317.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling