-6.5%
HAL vs MGY
+24.9%
-31.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.5% | -2.6% |
| 7D | -3.3% | +1.8% | -5.1% | -4.6% |
| 30D | +7.2% | +6.5% | +0.7% | +2.0% |
| 3M | -8.8% | +0.3% | -9.1% | -9.8% |
| 6M | +3.0% | -2.4% | +5.4% | +3.3% |
| YTD | +29.4% | +29.0% | +0.4% | +2.9% |
| 1Y | +62.8% | +17.0% | +45.8% | +39.8% |
| All | -6.5% | +24.9% | -31.5% | -26.1% |
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