+3,559.9%
DELL vs MGY
+210.4%
+3,349.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.8% | +11.9% |
| 7D | +8.2% | +3.5% | +4.7% | +7.3% |
| 30D | +17.1% | +5.3% | +11.8% | +15.2% |
| 3M | +45.2% | +2.6% | +42.5% | +43.0% |
| 6M | +286.8% | -3.3% | +290.1% | +283.9% |
| YTD | +354.8% | +29.2% | +325.6% | +316.1% |
| 1Y | +358.3% | +18.0% | +340.2% | +328.7% |
| 3Y | +724.9% | +30.0% | +694.9% | +645.5% |
| 5Y | +1,193.7% | +92.7% | +1,101.0% | +924.5% |
| All | +3,559.9% | +210.4% | +3,349.5% | +2,153.6% |
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