+494.2%
FIX vs MGY
+23.9%
+470.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.8% |
| 7D | +9.4% | +4.5% | +4.9% | +8.0% |
| 30D | -27.8% | -0.4% | -27.4% | -27.7% |
| 3M | -35.6% | -4.3% | -31.2% | -35.0% |
| 6M | -45.2% | -12.9% | -32.4% | -43.5% |
| YTD | +19.5% | +15.2% | +4.3% | +7.5% |
| 1Y | +24.2% | +10.3% | +13.9% | +13.8% |
| 3Y | +494.2% | +23.6% | +470.5% | +409.4% |
| All | +494.2% | +23.9% | +470.2% | +409.4% |
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