+27.6%
MCK vs MGY
+8.9%
+18.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -5.2% | +12.2% | +6.8% |
| 7D | +11.3% | -12.1% | +23.4% | +11.0% |
| 30D | +16.8% | -2.6% | +19.4% | +16.5% |
| 3M | +28.9% | -4.2% | +33.2% | +28.4% |
| 6M | +32.7% | -23.9% | +56.6% | +32.8% |
| YTD | +30.8% | +8.8% | +21.9% | +33.8% |
| 1Y | +27.6% | +9.5% | +18.1% | +30.9% |
| All | +27.6% | +8.9% | +18.6% | +30.9% |
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