+724.9%
DELL vs MGY
+25.2%
+699.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.8% | +11.9% |
| 7D | +8.2% | +3.5% | +4.7% | +7.1% |
| 30D | +17.1% | +5.3% | +11.8% | +14.9% |
| 3M | +45.2% | +2.6% | +42.5% | +43.1% |
| 6M | +286.8% | -3.3% | +290.1% | +283.0% |
| YTD | +354.8% | +29.2% | +325.6% | +295.6% |
| 1Y | +358.3% | +18.0% | +340.2% | +313.1% |
| 3Y | +724.9% | +30.0% | +694.9% | +625.7% |
| All | +724.9% | +25.2% | +699.7% | +625.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling