+11.8%
MGY vs BB
+105.3%
-93.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +2.1% | -5.6% | +7.7% | +1.9% |
| 30D | +13.8% | -11.8% | +25.6% | +13.3% |
| 3M | -4.3% | -25.5% | +21.3% | -5.6% |
| 6M | -5.1% | +121.3% | -126.3% | -3.2% |
| YTD | +24.8% | +103.2% | -78.4% | +27.2% |
| 1Y | +11.8% | +102.6% | -90.8% | +15.2% |
| All | +11.8% | +105.3% | -93.5% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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