+210.8%
MGY vs IBN
+234.1%
-23.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.1% | +2.0% |
| 7D | +1.5% | -5.1% | +6.6% | +3.5% |
| 30D | +6.8% | -3.5% | +10.4% | +8.2% |
| 3M | +2.6% | +11.3% | -8.7% | -2.0% |
| 6M | -3.1% | +4.4% | -7.5% | -5.9% |
| YTD | +29.4% | -1.8% | +31.2% | +28.2% |
| 1Y | +22.3% | -8.0% | +30.3% | +24.1% |
| 3Y | +26.6% | +27.1% | -0.5% | +9.5% |
| 5Y | +92.1% | +54.5% | +37.6% | +50.4% |
| All | +210.8% | +234.1% | -23.3% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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