+67.2%
AMT vs MGY
+206.7%
-139.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -0.2% |
| 7D | -0.2% | -0.9% | +0.7% | -0.1% |
| 30D | +1.8% | +10.1% | -8.3% | +1.1% |
| 3M | -6.2% | -1.5% | -4.7% | -6.2% |
| 6M | -5.0% | -4.9% | -0.1% | -4.9% |
| YTD | +2.1% | +27.7% | -25.6% | -0.1% |
| 1Y | -5.7% | +20.1% | -25.8% | -7.4% |
| 3Y | +7.9% | +24.9% | -17.0% | +4.5% |
| 5Y | -32.3% | +91.6% | -123.9% | -37.5% |
| All | +67.2% | +206.7% | -139.5% | +26.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling