+25.0%
FLEX vs MGY
+8.9%
+16.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -5.2% | -7.1% | -14.6% |
| 7D | -17.0% | -12.1% | -4.9% | -22.0% |
| 30D | -33.8% | -2.6% | -31.2% | -34.3% |
| 3M | -39.0% | -4.2% | -34.8% | -39.0% |
| 6M | -15.9% | -23.9% | +8.0% | -25.3% |
| YTD | +27.8% | +8.8% | +19.0% | +10.4% |
| 1Y | +25.0% | +9.5% | +15.5% | +7.0% |
| All | +25.0% | +8.9% | +16.0% | +7.0% |
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 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