-3.1%
MGY vs HBM
+34.7%
-37.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +2.0% | +1.3% |
| 7D | +1.5% | +5.5% | -4.0% | +2.3% |
| 30D | +6.8% | +3.3% | +3.6% | +7.4% |
| 3M | +2.6% | +12.7% | -10.0% | +5.9% |
| 6M | -3.1% | +28.2% | -31.3% | +8.7% |
| All | -3.1% | +34.7% | -37.8% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 6mo: compounded portfolio wealth divided by compounded HBM 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…
6mo analysis · Full analysis span regression · 6 months rolling