+60.4%
HCA vs MGY
+25.2%
+35.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | +5.4% | +3.5% | +1.9% | +5.3% |
| 30D | +3.0% | +5.3% | -2.3% | +2.9% |
| 3M | +13.0% | +2.6% | +10.4% | +13.2% |
| 6M | -20.3% | -3.3% | -17.0% | -20.1% |
| YTD | -8.2% | +29.2% | -37.5% | -10.3% |
| 1Y | +6.7% | +18.0% | -11.3% | +5.0% |
| 3Y | +60.4% | +30.0% | +30.4% | +49.8% |
| All | +60.4% | +25.2% | +35.2% | +49.8% |
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