+1,802.5%
AXON vs MGY
+209.8%
+1,592.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -11.0% | +1.8% | -12.8% | -11.3% |
| 30D | -24.7% | +6.5% | -31.2% | -25.8% |
| 3M | +7.0% | +0.3% | +6.7% | +5.9% |
| 6M | -9.6% | -2.4% | -7.3% | -10.6% |
| YTD | -15.7% | +29.0% | -44.7% | -22.0% |
| 1Y | -35.9% | +17.0% | -53.0% | -39.6% |
| 3Y | +123.0% | +26.2% | +96.9% | +103.3% |
| 5Y | +166.3% | +92.3% | +74.0% | +108.9% |
| All | +1,802.5% | +209.8% | +1,592.6% | +1,035.1% |
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