+30.0%
MGY vs TRMB
+12.4%
+17.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.3% | -0.2% |
| 7D | +3.5% | -3.0% | +6.6% | +4.4% |
| 30D | +5.3% | +2.3% | +2.9% | +4.4% |
| 3M | +2.6% | +15.3% | -12.7% | -2.5% |
| 6M | -3.3% | -14.7% | +11.4% | +1.2% |
| YTD | +29.2% | -26.4% | +55.6% | +42.4% |
| 1Y | +18.0% | -30.4% | +48.4% | +32.5% |
| 3Y | +30.0% | +13.5% | +16.5% | +17.6% |
| All | +30.0% | +12.4% | +17.6% | +17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling