+94.8%
HON vs MGY
+209.8%
-115.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | -2.6% | +1.8% | -4.4% | -3.0% |
| 30D | -11.9% | +6.5% | -18.4% | -13.1% |
| 3M | -6.1% | +0.3% | -6.4% | -6.6% |
| 6M | -19.2% | -2.4% | -16.8% | -19.8% |
| YTD | +0.2% | +29.0% | -28.8% | -6.6% |
| 1Y | -1.5% | +17.0% | -18.5% | -6.4% |
| 3Y | +17.9% | +26.2% | -8.2% | +8.0% |
| 5Y | +1.9% | +92.3% | -90.4% | -20.0% |
| All | +94.8% | +209.8% | -115.0% | +16.4% |
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