+175.3%
LITE vs MGY
+8.6%
+166.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.6% | -5.2% | -3.8% |
| 7D | +22.6% | +3.5% | +19.0% | +22.0% |
| 30D | -36.8% | -3.0% | -33.8% | -36.1% |
| 3M | -33.0% | -7.6% | -25.4% | -32.6% |
| 6M | -37.1% | -14.4% | -22.7% | -35.3% |
| YTD | +69.5% | +13.4% | +56.1% | +73.5% |
| All | +175.3% | +8.6% | +166.7% | +194.0% |
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