+28.4%
LIN vs MGY
+21.8%
+6.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.8% |
| 7D | -2.1% | +2.1% | -4.2% | -2.3% |
| 30D | -2.4% | +13.8% | -16.2% | -3.8% |
| 3M | -5.6% | -4.3% | -1.3% | -5.2% |
| 6M | -3.4% | -5.1% | +1.7% | -3.2% |
| YTD | +13.1% | +24.8% | -11.7% | +8.8% |
| 1Y | +2.5% | +11.8% | -9.3% | -0.1% |
| All | +28.4% | +21.8% | +6.5% | +20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling