+75.6%
HST vs MGY
+8.9%
+66.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.2% | +6.5% | +0.8% |
| 7D | +3.3% | -12.1% | +15.4% | +2.1% |
| 30D | +16.4% | -2.6% | +19.0% | +16.1% |
| 3M | +5.5% | -4.2% | +9.7% | +5.7% |
| 6M | +31.1% | -23.9% | +55.1% | +30.5% |
| YTD | +55.9% | +8.8% | +47.1% | +40.0% |
| 1Y | +75.6% | +9.5% | +66.1% | +57.4% |
| All | +75.6% | +8.9% | +66.7% | +57.4% |
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 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