+143.3%
DELL vs MGY
+8.9%
+134.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.2% | -3.6% | -9.1% |
| 7D | -24.6% | -12.1% | -12.5% | -25.4% |
| 30D | -32.5% | -2.6% | -29.9% | -32.2% |
| 3M | -20.2% | -4.2% | -16.0% | -20.3% |
| 6M | +76.5% | -23.9% | +100.4% | +77.3% |
| YTD | +198.9% | +8.8% | +190.1% | +172.2% |
| 1Y | +143.3% | +9.5% | +133.9% | +118.9% |
| All | +143.3% | +8.9% | +134.4% | +118.9% |
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