+26.2%
MAR vs MGY
+15.5%
+10.7%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | -0.1% |
| 7D | -4.2% | +2.1% | -6.2% | -3.8% |
| 30D | -6.7% | +13.8% | -20.5% | -4.4% |
| 3M | -12.5% | -4.3% | -8.2% | -12.6% |
| 6M | +0.6% | -5.1% | +5.6% | -0.8% |
| YTD | +9.1% | +24.8% | -15.7% | +5.1% |
| 1Y | +26.2% | +11.8% | +14.4% | +21.9% |
| All | +26.2% | +15.5% | +10.7% | +21.9% |
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