-55.4%
APP vs MGY
+8.9%
-64.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -5.2% | +15.9% | +8.5% |
| 7D | +4.5% | -12.1% | +16.6% | -0.2% |
| 30D | -3.6% | -2.6% | -1.0% | -4.3% |
| 3M | -35.3% | -4.2% | -31.0% | -34.9% |
| 6M | -42.8% | -23.9% | -18.9% | -43.2% |
| YTD | -59.7% | +8.8% | -68.5% | -53.7% |
| 1Y | -55.4% | +9.5% | -64.8% | -49.0% |
| All | -55.4% | +8.9% | -64.3% | -49.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling