+106.3%
DAL vs MGY
+92.8%
+13.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.3% | -3.8% | -2.0% |
| 7D | +3.4% | -0.9% | +4.3% | +3.6% |
| 30D | -13.6% | +10.1% | -23.7% | -15.7% |
| 3M | +1.2% | -1.5% | +2.7% | +0.8% |
| 6M | +34.5% | -4.9% | +39.4% | +33.8% |
| YTD | +14.7% | +27.7% | -13.0% | +3.8% |
| 1Y | +29.2% | +20.1% | +9.2% | +18.8% |
| 3Y | +100.0% | +24.9% | +75.1% | +79.0% |
| 5Y | +106.3% | +91.6% | +14.7% | +61.2% |
| All | +106.3% | +92.8% | +13.5% | +61.2% |
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 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