+84.1%
EQT vs MGY
+210.4%
-126.3%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -2.0% | +3.5% | -5.5% | -3.4% |
| 30D | 0.0% | +5.3% | -5.3% | -2.3% |
| 3M | +5.9% | +2.6% | +3.3% | +4.2% |
| 6M | -14.8% | -3.3% | -11.5% | -14.5% |
| YTD | +1.8% | +29.2% | -27.5% | -9.8% |
| 1Y | +7.4% | +18.0% | -10.7% | -1.3% |
| 3Y | +33.6% | +30.0% | +3.6% | +15.9% |
| 5Y | +199.3% | +92.7% | +106.6% | +128.2% |
| All | +84.1% | +210.4% | -126.3% | +38.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling