+89.0%
MGY vs BHP
+110.7%
-21.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +3.5% | -3.6% | +7.2% | +5.1% |
| 30D | +5.3% | -1.2% | +6.5% | +5.6% |
| 3M | +2.6% | +1.2% | +1.5% | +1.2% |
| 6M | -3.3% | +21.4% | -24.7% | -14.6% |
| YTD | +29.2% | +50.4% | -21.2% | +0.7% |
| 1Y | +18.0% | +67.5% | -49.5% | -14.0% |
| 3Y | +30.0% | +72.8% | -42.8% | -10.4% |
| All | +89.0% | +110.7% | -21.7% | +12.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling