+12.6%
MGY vs IDXX
-7.4%
+20.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | -0.2% |
| 7D | -10.3% | +16.4% | -26.7% | -6.8% |
| 30D | -1.8% | +30.1% | -31.9% | +4.1% |
| 3M | -0.1% | +14.7% | -14.8% | +4.1% |
| 6M | -22.8% | +19.1% | -41.9% | -18.9% |
| YTD | +9.5% | -0.9% | +10.4% | +16.3% |
| 1Y | +12.6% | -6.9% | +19.5% | +20.8% |
| All | +12.6% | -7.4% | +20.0% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 1y: compounded portfolio wealth divided by compounded IDXX 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…
1y analysis · Full analysis span regression · 6 months rolling