+1,726.2%
BE vs MGY
+25.2%
+1,701.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.5% | +6.6% |
| 7D | +9.0% | +3.5% | +5.5% | +7.5% |
| 30D | +16.3% | +5.3% | +11.0% | +13.4% |
| 3M | +10.8% | +2.6% | +8.2% | +8.6% |
| 6M | +73.2% | -3.3% | +76.5% | +71.6% |
| YTD | +217.4% | +29.2% | +188.1% | +165.1% |
| 1Y | +309.8% | +18.0% | +291.8% | +256.9% |
| 3Y | +1,726.2% | +30.0% | +1,696.1% | +1,261.2% |
| All | +1,726.2% | +25.2% | +1,701.0% | +1,261.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling