+32.9%
MGY vs NVD
-99.1%
+132.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | +3.5% | +10.8% | -7.3% | +4.2% |
| 30D | +5.3% | +0.8% | +4.5% | +5.5% |
| 3M | +2.6% | -20.8% | +23.5% | +1.6% |
| 6M | -3.3% | -41.2% | +37.9% | -5.9% |
| YTD | +29.2% | -44.2% | +73.4% | +25.7% |
| 1Y | +18.0% | -54.2% | +72.2% | +13.7% |
| 3Y | +30.0% | -99.1% | +129.1% | +17.5% |
| All | +32.9% | -99.1% | +132.0% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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