+209.8%
MGY vs OMC
+30.8%
+179.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -1.1% |
| 7D | +1.8% | -6.2% | +8.0% | +5.1% |
| 30D | +6.5% | -7.6% | +14.1% | +10.4% |
| 3M | +0.3% | +7.4% | -7.1% | -5.5% |
| 6M | -2.4% | +0.1% | -2.5% | -5.1% |
| YTD | +29.0% | +0.4% | +28.6% | +22.9% |
| 1Y | +17.0% | +7.8% | +9.3% | +5.8% |
| 3Y | +26.2% | +11.8% | +14.3% | +7.5% |
| 5Y | +92.3% | +32.5% | +59.9% | +38.1% |
| All | +209.8% | +30.8% | +179.0% | +102.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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