+29.8%
MGY vs HDB
-31.0%
+60.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.3% |
| 7D | +1.8% | -6.2% | +8.0% | +2.1% |
| 30D | +6.5% | -6.2% | +12.7% | +6.8% |
| 3M | +0.3% | -5.9% | +6.2% | +0.8% |
| 6M | -2.4% | -25.9% | +23.5% | -0.1% |
| YTD | +29.0% | -40.2% | +69.2% | +35.9% |
| 1Y | +17.0% | -38.0% | +55.0% | +22.6% |
| All | +29.8% | -31.0% | +60.8% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 3y: compounded portfolio wealth divided by compounded HDB 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…
3y analysis · Full analysis span regression · 6 months rolling