+209.8%
MGY vs OVV
+82.9%
+127.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | +1.8% | -2.9% | +4.7% | +3.5% |
| 30D | +6.5% | +0.9% | +5.6% | +6.1% |
| 3M | +0.3% | +11.0% | -10.7% | -5.4% |
| 6M | -2.4% | +22.3% | -24.7% | -12.6% |
| YTD | +29.0% | +65.1% | -36.1% | -2.2% |
| 1Y | +17.0% | +53.1% | -36.1% | -7.7% |
| 3Y | +26.2% | +46.7% | -20.6% | +1.2% |
| 5Y | +92.3% | +155.5% | -63.2% | +16.7% |
| All | +209.8% | +82.9% | +127.0% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling