+114.9%
BP vs MGY
+206.7%
-91.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | +0.1% | +1.4% |
| 7D | +0.9% | -0.9% | +1.8% | +1.3% |
| 30D | +9.1% | +10.1% | -1.0% | +4.5% |
| 3M | +3.9% | -1.5% | +5.4% | +4.4% |
| 6M | +13.6% | -4.9% | +18.6% | +15.8% |
| YTD | +34.0% | +27.7% | +6.3% | +19.8% |
| 1Y | +39.2% | +20.1% | +19.1% | +27.5% |
| 3Y | +36.4% | +24.9% | +11.5% | +20.4% |
| 5Y | +135.8% | +91.6% | +44.2% | +65.1% |
| All | +114.9% | +206.7% | -91.8% | +6.5% |
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