+209.8%
MGY vs WCN
+161.5%
+48.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.2% |
| 7D | +1.8% | -4.4% | +6.2% | +4.0% |
| 30D | +6.5% | -4.4% | +10.9% | +8.8% |
| 3M | +0.3% | +0.5% | -0.1% | -0.1% |
| 6M | -2.4% | -3.3% | +0.9% | -1.3% |
| YTD | +29.0% | -8.5% | +37.5% | +33.7% |
| 1Y | +17.0% | -8.9% | +26.0% | +21.1% |
| 3Y | +26.2% | +18.0% | +8.1% | +11.5% |
| 5Y | +92.3% | +25.0% | +67.3% | +62.2% |
| All | +209.8% | +161.5% | +48.3% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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