+977.1%
BE vs MGY
+139.3%
+837.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.2% | -3.5% |
| 7D | +23.9% | +1.5% | +22.4% | +23.0% |
| 30D | +27.8% | +6.8% | +21.0% | +23.4% |
| 3M | +3.7% | +2.6% | +1.1% | +0.6% |
| 6M | +78.0% | -3.1% | +81.1% | +75.4% |
| YTD | +209.9% | +29.4% | +180.5% | +163.4% |
| 1Y | +389.6% | +22.3% | +367.3% | +325.5% |
| 3Y | +1,730.6% | +26.6% | +1,704.0% | +1,437.1% |
| 5Y | +1,227.8% | +92.1% | +1,135.7% | +750.3% |
| All | +977.1% | +139.3% | +837.8% | +218.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling