+210.8%
MGY vs WAT
+119.6%
+91.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.9% | +1.2% |
| 7D | +1.5% | -1.8% | +3.3% | +2.1% |
| 30D | +6.8% | -1.7% | +8.5% | +7.3% |
| 3M | +2.6% | +9.1% | -6.5% | -0.8% |
| 6M | -3.1% | +32.4% | -35.5% | -13.8% |
| YTD | +29.4% | +6.6% | +22.8% | +23.7% |
| 1Y | +22.3% | +34.7% | -12.4% | +5.9% |
| 3Y | +26.6% | +53.6% | -27.0% | -2.1% |
| 5Y | +92.1% | -4.1% | +96.2% | +81.5% |
| All | +210.8% | +119.6% | +91.2% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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