+329.1%
APP vs MGY
+94.8%
+234.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.6% | -2.5% |
| 7D | -4.4% | +1.5% | -5.9% | -4.8% |
| 30D | -10.0% | +6.8% | -16.9% | -11.6% |
| 3M | -41.4% | +2.6% | -44.0% | -42.4% |
| 6M | -41.0% | -3.1% | -37.9% | -41.4% |
| YTD | -54.7% | +29.4% | -84.1% | -58.9% |
| 1Y | -45.3% | +22.3% | -67.7% | -49.8% |
| 3Y | +624.3% | +26.6% | +597.7% | +549.3% |
| 5Y | +329.1% | +92.1% | +237.0% | +304.6% |
| All | +329.1% | +94.8% | +234.3% | +304.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling