+118.4%
DAL vs MGY
+30.8%
+87.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.5% | -1.7% |
| 7D | +2.3% | +2.6% | -0.2% | +1.7% |
| 30D | +14.3% | -2.0% | +16.3% | +14.3% |
| 3M | +1.3% | -7.8% | +9.1% | +2.2% |
| 6M | +29.3% | -13.9% | +43.2% | +31.4% |
| YTD | +33.0% | +11.6% | +21.4% | +22.8% |
| 1Y | +59.8% | +6.7% | +53.1% | +49.7% |
| 3Y | +177.2% | +20.6% | +156.5% | +147.8% |
| 5Y | +118.4% | +32.4% | +86.0% | +81.7% |
| All | +118.4% | +30.8% | +87.5% | +81.7% |
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