+30.2%
MGY vs OVV
+52.7%
-22.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.0% |
| 7D | +1.5% | -3.8% | +5.3% | +4.4% |
| 30D | +6.8% | +1.3% | +5.6% | +5.9% |
| 3M | +2.6% | +14.3% | -11.7% | -7.3% |
| 6M | -3.1% | +21.1% | -24.2% | -16.2% |
| YTD | +29.4% | +66.0% | -36.6% | -11.7% |
| 1Y | +22.3% | +59.3% | -37.0% | -14.3% |
| All | +30.2% | +52.7% | -22.5% | -9.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling