+210.8%
MGY vs BN
+196.8%
+14.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.3% | +2.5% |
| 7D | +1.5% | -3.0% | +4.5% | +3.2% |
| 30D | +6.8% | -13.0% | +19.9% | +15.4% |
| 3M | +2.6% | -15.2% | +17.8% | +12.1% |
| 6M | -3.1% | -5.9% | +2.8% | -2.8% |
| YTD | +29.4% | -15.8% | +45.2% | +37.3% |
| 1Y | +22.3% | -12.2% | +34.5% | +25.2% |
| 3Y | +26.6% | +72.2% | -45.6% | -21.6% |
| 5Y | +92.1% | +33.2% | +58.9% | +38.4% |
| All | +210.8% | +196.8% | +14.0% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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