+103.2%
INTC vs MGY
+88.8%
+14.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.6% |
| 7D | +7.5% | +3.5% | +3.9% | +6.5% |
| 30D | +2.0% | +5.3% | -3.3% | +0.5% |
| 3M | -12.0% | +2.6% | -14.6% | -13.2% |
| 6M | +114.5% | -3.3% | +117.8% | +112.4% |
| YTD | +179.0% | +29.2% | +149.8% | +150.3% |
| 1Y | +318.3% | +18.0% | +300.3% | +286.0% |
| 3Y | +171.2% | +30.0% | +141.2% | +140.9% |
| All | +103.2% | +88.8% | +14.5% | +64.2% |
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 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