+199.8%
MGY vs DOC
+3.9%
+195.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -0.8% |
| 7D | +2.1% | -1.5% | +3.6% | +2.7% |
| 30D | +13.8% | -4.8% | +18.6% | +15.9% |
| 3M | -4.3% | +6.9% | -11.2% | -7.6% |
| 6M | -5.1% | +20.7% | -25.8% | -14.7% |
| YTD | +24.8% | +34.1% | -9.4% | +6.2% |
| 1Y | +11.8% | +22.6% | -10.8% | -1.1% |
| 3Y | +23.5% | +20.8% | +2.7% | +7.6% |
| 5Y | +87.5% | -24.9% | +112.3% | +105.9% |
| All | +199.8% | +3.9% | +195.9% | +189.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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