+31.2%
DAL vs MGY
+21.0%
+10.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | +0.2% |
| 7D | +0.8% | +1.5% | -0.7% | +1.4% |
| 30D | -11.7% | +6.8% | -18.6% | -9.5% |
| 3M | -2.7% | +2.6% | -5.3% | -0.4% |
| 6M | +30.7% | -3.1% | +33.8% | +30.9% |
| YTD | +14.4% | +29.4% | -15.0% | +12.6% |
| 1Y | +31.2% | +22.3% | +8.9% | +30.2% |
| All | +31.2% | +21.0% | +10.2% | +30.2% |
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 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