+4.1%
HAL vs MGY
+206.7%
-202.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -2.4% |
| 7D | +0.5% | -0.9% | +1.4% | +1.0% |
| 30D | +15.9% | +10.1% | +5.8% | +8.0% |
| 3M | -8.7% | -1.5% | -7.2% | -8.7% |
| 6M | +9.0% | -4.9% | +14.0% | +11.4% |
| YTD | +32.0% | +27.7% | +4.3% | +8.4% |
| 1Y | +72.5% | +20.1% | +52.4% | +47.7% |
| 3Y | -4.5% | +24.9% | -29.4% | -20.9% |
| 5Y | +109.7% | +91.6% | +18.1% | +25.5% |
| All | +4.1% | +206.7% | -202.6% | -58.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling