+9.5%
MGY vs TRMB
-31.2%
+40.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -17.3% | +12.1% | -5.6% |
| 7D | -12.1% | -15.7% | +3.6% | -12.2% |
| 30D | -2.6% | -7.8% | +5.1% | -1.8% |
| 3M | -4.2% | -9.3% | +5.1% | -3.6% |
| 6M | -23.9% | -20.8% | -3.1% | -22.7% |
| YTD | +8.8% | -30.8% | +39.6% | +10.8% |
| 1Y | +9.5% | -31.0% | +40.5% | +11.5% |
| All | +9.5% | -31.2% | +40.7% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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