+319.1%
DELL vs MGY
+15.5%
+303.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.4% |
| 7D | +14.9% | +2.1% | +12.8% | +14.9% |
| 30D | +13.3% | +13.8% | -0.5% | +13.5% |
| 3M | +24.4% | -4.3% | +28.7% | +25.6% |
| 6M | +258.0% | -5.1% | +263.1% | +251.4% |
| YTD | +320.2% | +24.8% | +295.4% | +287.2% |
| 1Y | +319.1% | +11.8% | +307.2% | +297.2% |
| All | +319.1% | +15.5% | +303.5% | +297.2% |
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