+8.6%
FOXA vs MGY
+15.5%
-6.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.5% |
| 7D | -4.0% | +2.1% | -6.1% | -3.8% |
| 30D | +12.0% | +13.8% | -1.8% | +12.6% |
| 3M | +0.3% | -4.3% | +4.5% | -0.2% |
| 6M | +12.5% | -5.1% | +17.5% | +12.0% |
| YTD | -9.6% | +24.8% | -34.4% | -6.6% |
| 1Y | +8.6% | +11.8% | -3.2% | +8.7% |
| All | +8.6% | +15.5% | -6.9% | +8.7% |
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