-24.5%
KVUE vs MGY
+49.6%
-74.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -5.1% | +3.5% | -8.7% | -5.3% |
| 30D | -6.3% | +5.3% | -11.6% | -6.6% |
| 3M | -0.5% | +2.6% | -3.2% | -0.7% |
| 6M | +3.1% | -3.3% | +6.4% | +3.0% |
| YTD | +6.7% | +29.2% | -22.5% | +3.2% |
| 1Y | -1.1% | +18.0% | -19.2% | -3.6% |
| 3Y | -8.7% | +30.0% | -38.8% | -13.0% |
| All | -24.5% | +49.6% | -74.1% | -29.2% |
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 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