+5.8%
AVGO vs MGY
-4.6%
+10.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.5% | -0.8% |
| 7D | -0.8% | +1.5% | -2.3% | -0.4% |
| 30D | -13.7% | +6.8% | -20.6% | -12.0% |
| 3M | -6.9% | +2.6% | -9.5% | -5.7% |
| 6M | +5.8% | -3.1% | +8.9% | +4.7% |
| All | +5.8% | -4.6% | +10.4% | +4.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling