+378.4%
ASX vs MGY
+22.0%
+356.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.6% | -5.6% | -4.4% |
| 7D | +22.1% | +3.5% | +18.6% | +21.2% |
| 30D | -23.8% | -3.0% | -20.7% | -23.4% |
| 3M | -7.6% | -7.6% | 0.0% | -6.6% |
| 6M | +6.9% | -14.4% | +21.3% | +9.8% |
| YTD | +127.7% | +13.4% | +114.3% | +106.5% |
| 1Y | +144.5% | +9.2% | +135.4% | +124.8% |
| All | +378.4% | +22.0% | +356.4% | +311.5% |
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