+303.5%
MXL vs MGY
+15.5%
+288.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.0% | +5.5% |
| 7D | +1.6% | +2.1% | -0.5% | +1.6% |
| 30D | -7.0% | +13.8% | -20.8% | -7.6% |
| 3M | -33.4% | -4.3% | -29.1% | -32.9% |
| 6M | +260.2% | -5.1% | +265.2% | +254.8% |
| YTD | +260.0% | +24.8% | +235.2% | +214.8% |
| 1Y | +303.5% | +11.8% | +291.7% | +262.0% |
| All | +303.5% | +15.5% | +288.0% | +262.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling