+87.2%
EQT vs MGY
+209.8%
-122.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -1.2% | +1.8% | -3.0% | -1.9% |
| 30D | +1.1% | +6.5% | -5.4% | -1.7% |
| 3M | +4.8% | +0.3% | +4.5% | +4.1% |
| 6M | -10.6% | -2.4% | -8.2% | -10.6% |
| YTD | +3.4% | +29.0% | -25.5% | -8.2% |
| 1Y | +8.7% | +17.0% | -8.4% | +0.3% |
| 3Y | +35.0% | +26.2% | +8.8% | +18.5% |
| 5Y | +204.2% | +92.3% | +111.9% | +132.1% |
| All | +87.2% | +209.8% | -122.7% | +41.2% |
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