+136.1%
BP vs MGY
+88.4%
+47.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +5.7% | +1.8% | +3.9% | +4.8% |
| 30D | +8.1% | +6.5% | +1.6% | +4.8% |
| 3M | +8.6% | +0.3% | +8.3% | +8.1% |
| 6M | +18.1% | -2.4% | +20.5% | +19.0% |
| YTD | +37.6% | +29.0% | +8.6% | +21.4% |
| 1Y | +39.4% | +17.0% | +22.4% | +28.4% |
| 3Y | +40.1% | +26.2% | +13.9% | +21.7% |
| All | +136.1% | +88.4% | +47.7% | +67.9% |
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