-27.5%
DOCN vs MGY
+35.2%
-62.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.6% | -5.7% | -4.7% |
| 7D | +19.1% | +4.5% | +14.6% | +17.3% |
| 30D | -21.0% | -0.4% | -20.6% | -21.1% |
| 3M | -34.7% | -4.3% | -30.4% | -34.5% |
| 6M | -45.8% | -12.9% | -32.9% | -44.2% |
| YTD | +79.4% | +15.2% | +64.2% | +64.1% |
| 1Y | +91.0% | +10.3% | +80.7% | +77.6% |
| 3Y | +237.5% | +23.6% | +213.8% | +197.6% |
| All | -27.5% | +35.2% | -62.7% | -41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling