+92.1%
MGY vs HAS
+10.8%
+81.3%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.7% |
| 7D | +1.5% | -4.8% | +6.3% | +2.8% |
| 30D | +6.8% | -5.1% | +12.0% | +8.1% |
| 3M | +2.6% | +6.4% | -3.8% | +0.2% |
| 6M | -3.1% | -5.6% | +2.5% | -2.8% |
| YTD | +29.4% | +11.0% | +18.4% | +22.5% |
| 1Y | +22.3% | +16.8% | +5.5% | +13.6% |
| 3Y | +26.6% | +44.0% | -17.5% | +6.9% |
| 5Y | +92.1% | +11.0% | +81.1% | +81.3% |
| All | +92.1% | +10.8% | +81.3% | +81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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