+11.8%
MGY vs TNA
+70.0%
-58.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.5% |
| 7D | +2.1% | -0.1% | +2.2% | +2.1% |
| 30D | +13.8% | -4.9% | +18.7% | +13.6% |
| 3M | -4.3% | +0.4% | -4.7% | -4.1% |
| 6M | -5.1% | +32.5% | -37.6% | -4.9% |
| YTD | +24.8% | +53.7% | -28.9% | +21.7% |
| 1Y | +11.8% | +65.1% | -53.3% | +9.1% |
| All | +11.8% | +70.0% | -58.2% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 1y: compounded portfolio wealth divided by compounded TNA 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…
1y analysis · Full analysis span regression · 6 months rolling