+170.5%
AXON vs MGY
+94.8%
+75.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.2% |
| 7D | -3.3% | +1.5% | -4.8% | -3.5% |
| 30D | -17.8% | +6.8% | -24.7% | -18.5% |
| 3M | +8.3% | +2.6% | +5.7% | +7.6% |
| 6M | -12.4% | -3.1% | -9.2% | -12.7% |
| YTD | -13.7% | +29.4% | -43.1% | -18.7% |
| 1Y | -33.1% | +22.3% | -55.4% | -36.4% |
| 3Y | +128.2% | +26.6% | +101.7% | +113.1% |
| 5Y | +170.5% | +92.1% | +78.4% | +149.7% |
| All | +170.5% | +94.8% | +75.7% | +149.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling