+89.0%
MGY vs PTC
+4.1%
+84.9%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.3% |
| 7D | +3.5% | -7.3% | +10.8% | +5.9% |
| 30D | +5.3% | -11.6% | +16.9% | +9.2% |
| 3M | +2.6% | +10.5% | -7.8% | -1.8% |
| 6M | -3.3% | -17.8% | +14.5% | +2.2% |
| YTD | +29.2% | -24.9% | +54.1% | +40.9% |
| 1Y | +18.0% | -36.8% | +54.9% | +38.0% |
| 3Y | +30.0% | -8.7% | +38.7% | +25.2% |
| All | +89.0% | +4.1% | +84.9% | +64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling