+4.4%
GOOGL vs MGY
+8.9%
-4.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -5.2% | +8.4% | +2.1% |
| 7D | -11.1% | -12.1% | +1.0% | -13.3% |
| 30D | -16.6% | -2.6% | -14.0% | -16.8% |
| 3M | -23.4% | -4.2% | -19.2% | -23.5% |
| 6M | -24.5% | -23.9% | -0.6% | -28.3% |
| YTD | -7.5% | +8.8% | -16.3% | -13.0% |
| 1Y | +4.4% | +9.5% | -5.1% | -0.5% |
| All | +4.4% | +8.9% | -4.6% | -0.5% |
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