+103.6%
HAL vs MGY
+85.2%
+18.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -9.9% |
| 6M | +3.0% | -2.4% | +5.4% | +3.2% |
| YTD | +29.4% | +29.0% | +0.4% | +3.9% |
| 1Y | +62.8% | +17.0% | +45.8% | +40.6% |
| 3Y | -6.4% | +26.2% | -32.6% | -24.5% |
| 5Y | +103.6% | +92.3% | +11.3% | +23.2% |
| All | +103.6% | +85.2% | +18.5% | +23.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling