+990.1%
LITE vs MGY
+172.4%
+817.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.6% | -5.2% | -4.0% |
| 7D | +22.6% | +3.5% | +19.0% | +21.4% |
| 30D | -36.8% | -3.0% | -33.8% | -36.2% |
| 3M | -33.0% | -7.6% | -25.4% | -31.9% |
| 6M | -37.1% | -14.4% | -22.7% | -35.2% |
| YTD | +69.5% | +13.4% | +56.1% | +61.7% |
| 1Y | +146.1% | +9.2% | +136.9% | +137.1% |
| 3Y | +1,440.8% | +22.6% | +1,418.3% | +1,346.3% |
| 5Y | +580.4% | +33.6% | +546.8% | +507.5% |
| All | +990.1% | +172.4% | +817.7% | +842.4% |
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