+285.6%
APH vs MGY
+25.3%
+260.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.8% |
| 7D | +1.6% | +1.5% | +0.1% | +1.3% |
| 30D | -3.0% | +6.8% | -9.8% | -4.4% |
| 3M | +5.7% | +2.6% | +3.1% | +4.7% |
| 6M | +20.0% | -3.1% | +23.1% | +19.2% |
| YTD | +20.8% | +29.4% | -8.6% | +9.1% |
| 1Y | +40.2% | +22.3% | +17.9% | +28.6% |
| All | +285.6% | +25.3% | +260.2% | +242.7% |
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