+6.7%
HCA vs MGY
+19.0%
-12.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | +5.4% | +3.5% | +1.9% | +6.0% |
| 30D | +3.0% | +5.3% | -2.3% | +3.8% |
| 3M | +13.0% | +2.6% | +10.4% | +14.3% |
| 6M | -20.3% | -3.3% | -17.0% | -19.9% |
| YTD | -8.2% | +29.2% | -37.5% | -7.2% |
| 1Y | +6.7% | +18.0% | -11.3% | +8.1% |
| All | +6.7% | +19.0% | -12.3% | +8.1% |
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 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