+210.4%
MGY vs BHP
+388.7%
-178.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +3.5% | -3.6% | +7.2% | +5.7% |
| 30D | +5.3% | -1.2% | +6.5% | +5.7% |
| 3M | +2.6% | +1.2% | +1.5% | +0.3% |
| 6M | -3.3% | +21.4% | -24.7% | -18.3% |
| YTD | +29.2% | +50.4% | -21.2% | -6.5% |
| 1Y | +18.0% | +67.5% | -49.5% | -21.3% |
| 3Y | +30.0% | +72.8% | -42.8% | -18.6% |
| 5Y | +92.7% | +112.6% | -19.9% | -1.4% |
| All | +210.4% | +388.7% | -178.3% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling