+69.3%
AMT vs MGY
+210.4%
-141.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.8% |
| 7D | +1.1% | +3.5% | -2.4% | +0.9% |
| 30D | +4.4% | +5.3% | -0.9% | +3.9% |
| 3M | -5.2% | +2.6% | -7.8% | -5.5% |
| 6M | -0.8% | -3.3% | +2.5% | -0.8% |
| YTD | +3.3% | +29.2% | -25.9% | +1.0% |
| 1Y | -6.0% | +18.0% | -24.0% | -7.6% |
| 3Y | +9.6% | +30.0% | -20.4% | +5.8% |
| 5Y | -29.2% | +92.7% | -121.9% | -34.6% |
| All | +69.3% | +210.4% | -141.1% | +27.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling