+55.3%
BE vs MGY
+8.9%
+46.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.2% | -1.1% | -7.1% |
| 7D | -12.1% | -12.1% | 0.0% | -14.0% |
| 30D | -30.1% | -2.6% | -27.5% | -30.2% |
| 3M | -12.1% | -4.2% | -7.9% | -12.6% |
| 6M | -30.6% | -23.9% | -6.7% | -30.3% |
| YTD | +130.6% | +8.8% | +121.8% | +115.1% |
| 1Y | +55.3% | +9.5% | +45.8% | +48.6% |
| All | +55.3% | +8.9% | +46.4% | +48.6% |
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