+24.9%
MGY vs PL
+518.4%
-493.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.7% | +4.0% | +2.4% |
| 7D | -0.9% | -7.5% | +6.6% | -0.5% |
| 30D | +10.1% | -25.6% | +35.7% | +11.8% |
| 3M | -1.5% | -45.6% | +44.1% | +1.5% |
| 6M | -4.9% | -29.5% | +24.6% | -5.2% |
| YTD | +27.7% | -9.7% | +37.4% | +24.4% |
| 1Y | +20.1% | +84.4% | -64.3% | +9.5% |
| 3Y | +24.9% | +550.0% | -525.1% | -11.1% |
| All | +24.9% | +518.4% | -493.5% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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