-35.9%
AXON vs MGY
+21.4%
-57.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.4% |
| 7D | -11.0% | +1.8% | -12.8% | -10.3% |
| 30D | -24.7% | +6.5% | -31.2% | -22.4% |
| 3M | +7.0% | +0.3% | +6.7% | +10.6% |
| 6M | -9.6% | -2.4% | -7.3% | -8.0% |
| YTD | -15.7% | +29.0% | -44.7% | -11.2% |
| 1Y | -35.9% | +17.0% | -53.0% | -34.2% |
| All | -35.9% | +21.4% | -57.3% | -34.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling