+29.8%
MGY vs PTC
-10.7%
+40.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +1.8% | -14.2% | +16.0% | +5.5% |
| 30D | +6.5% | -14.4% | +20.9% | +10.2% |
| 3M | +0.3% | -4.7% | +5.0% | +1.0% |
| 6M | -2.4% | -19.3% | +16.9% | +3.3% |
| YTD | +29.0% | -26.1% | +55.1% | +40.2% |
| 1Y | +17.0% | -37.1% | +54.1% | +35.3% |
| All | +29.8% | -10.7% | +40.5% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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