+65.5%
DAL vs MGY
+199.8%
-134.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +2.3% |
| 7D | +0.1% | +2.1% | -2.0% | -0.6% |
| 30D | -13.9% | +13.8% | -27.7% | -17.8% |
| 3M | +1.1% | -4.3% | +5.4% | +1.2% |
| 6M | +26.2% | -5.1% | +31.3% | +25.1% |
| YTD | +16.4% | +24.8% | -8.4% | +4.2% |
| 1Y | +33.9% | +11.8% | +22.0% | +23.9% |
| 3Y | +93.4% | +23.5% | +69.9% | +69.8% |
| 5Y | +106.4% | +87.5% | +18.9% | +45.1% |
| All | +65.5% | +199.8% | -134.2% | -21.7% |
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 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