+426.2%
AMZN vs MGY
+210.4%
+215.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.8% | +1.9% |
| 7D | -0.7% | +3.5% | -4.2% | -1.1% |
| 30D | -3.9% | +5.3% | -9.2% | -4.7% |
| 3M | +6.3% | +2.6% | +3.7% | +5.6% |
| 6M | +20.8% | -3.3% | +24.0% | +20.5% |
| YTD | +11.2% | +29.2% | -18.0% | +6.1% |
| 1Y | +11.7% | +18.0% | -6.4% | +7.8% |
| 3Y | +79.4% | +30.0% | +49.4% | +69.4% |
| 5Y | +48.0% | +92.7% | -44.6% | +31.7% |
| All | +426.2% | +210.4% | +215.8% | +354.4% |
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 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