+81.1%
FDX vs MGY
+15.5%
+65.6%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +1.0% | -0.7% |
| 7D | -2.5% | +2.1% | -4.6% | -2.4% |
| 30D | +3.8% | +13.8% | -10.0% | +4.6% |
| 3M | -1.3% | -4.3% | +3.0% | -1.8% |
| 6M | +5.0% | -5.1% | +10.1% | +2.8% |
| YTD | +39.6% | +24.8% | +14.8% | +31.8% |
| 1Y | +81.1% | +11.8% | +69.3% | +72.9% |
| All | +81.1% | +15.5% | +65.6% | +72.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling