+209.8%
MGY vs BHP
+389.9%
-180.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.3% | +5.0% | +2.8% |
| 7D | +1.8% | -3.7% | +5.5% | +4.0% |
| 30D | +6.5% | -0.8% | +7.3% | +6.7% |
| 3M | +0.3% | +7.6% | -7.3% | -5.8% |
| 6M | -2.4% | +20.8% | -23.2% | -17.3% |
| YTD | +29.0% | +50.8% | -21.8% | -6.8% |
| 1Y | +17.0% | +70.9% | -53.9% | -23.0% |
| 3Y | +26.2% | +78.0% | -51.9% | -22.7% |
| 5Y | +92.3% | +113.1% | -20.8% | -1.7% |
| All | +209.8% | +389.9% | -180.0% | +16.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling