+158.5%
MP vs MGY
+23.8%
+134.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.8% | +0.8% |
| 7D | +3.0% | -0.9% | +3.9% | +3.3% |
| 30D | +8.3% | +10.1% | -1.8% | +4.9% |
| 3M | -3.8% | -1.5% | -2.4% | -3.8% |
| 6M | -4.9% | -4.9% | 0.0% | -5.5% |
| YTD | +9.6% | +27.7% | -18.1% | -5.8% |
| 1Y | -11.7% | +20.1% | -31.8% | -22.7% |
| 3Y | +158.5% | +24.9% | +133.6% | +98.3% |
| All | +158.5% | +23.8% | +134.7% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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