+203.9%
DOCN vs MGY
+11.2%
+192.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.3% |
| 7D | -19.2% | -10.7% | -8.5% | -16.2% |
| 30D | -43.1% | -2.7% | -40.3% | -42.7% |
| 3M | -40.7% | -3.7% | -37.0% | -40.7% |
| 6M | -55.0% | -16.3% | -38.7% | -52.8% |
| YTD | +50.6% | +10.2% | +40.4% | +35.2% |
| 1Y | +54.0% | +13.5% | +40.5% | +36.0% |
| 3Y | +203.9% | +14.6% | +189.3% | +162.0% |
| All | +203.9% | +11.2% | +192.7% | +162.0% |
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