-20.4%
INFY vs MGY
+10.4%
-30.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.6% | +3.9% | +4.6% |
| 7D | +4.9% | -10.3% | +15.2% | +4.9% |
| 30D | +21.3% | -1.8% | +23.1% | +21.2% |
| 3M | +2.6% | -0.1% | +2.7% | +2.3% |
| 6M | +4.9% | -22.8% | +27.7% | +4.9% |
| YTD | -26.6% | +9.5% | -36.1% | -28.1% |
| 1Y | -20.4% | +12.6% | -33.0% | -22.2% |
| All | -20.4% | +10.4% | -30.8% | -22.2% |
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