+1,153.2%
AXON vs MGY
+176.7%
+976.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.4% |
| 7D | +0.8% | +4.5% | -3.7% | -0.1% |
| 30D | -22.8% | -0.4% | -22.4% | -22.9% |
| 3M | -48.8% | -4.3% | -44.4% | -48.7% |
| 6M | -16.3% | -12.9% | -3.4% | -15.2% |
| YTD | -44.5% | +15.2% | -59.6% | -47.8% |
| 1Y | -43.4% | +10.3% | -53.7% | -46.3% |
| 3Y | +44.3% | +23.6% | +20.6% | +31.2% |
| 5Y | +85.1% | +35.7% | +49.4% | +57.5% |
| All | +1,153.2% | +176.7% | +976.5% | +660.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling