+85.5%
HUT vs MGY
+85.2%
+0.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.2% | -5.4% |
| 7D | +2.8% | +1.8% | +1.0% | +1.9% |
| 30D | +2.1% | +6.5% | -4.4% | -1.3% |
| 3M | -14.3% | +0.3% | -14.6% | -15.8% |
| 6M | +84.2% | -2.4% | +86.6% | +77.3% |
| YTD | +97.2% | +29.0% | +68.2% | +59.1% |
| 1Y | +192.7% | +17.0% | +175.7% | +151.3% |
| 3Y | +712.6% | +26.2% | +686.4% | +553.2% |
| 5Y | +85.5% | +92.3% | -6.9% | +18.4% |
| All | +85.5% | +85.2% | +0.3% | +18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling