+199.8%
MGY vs PTC
+147.5%
+52.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.0% | +4.5% | +0.8% |
| 7D | +2.1% | -10.3% | +12.4% | +6.3% |
| 30D | +13.8% | +1.1% | +12.7% | +13.0% |
| 3M | -4.3% | +1.6% | -5.9% | -6.1% |
| 6M | -5.1% | -13.5% | +8.4% | -1.2% |
| YTD | +24.8% | -19.1% | +43.8% | +32.7% |
| 1Y | +11.8% | -33.9% | +45.7% | +29.2% |
| 3Y | +23.5% | -3.9% | +27.4% | +18.4% |
| 5Y | +87.5% | +6.0% | +81.4% | +68.0% |
| All | +199.8% | +147.5% | +52.2% | +98.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling