+297.0%
MXL vs MGY
+8.9%
+288.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -5.2% | -5.9% | -11.6% |
| 7D | -24.3% | -12.1% | -12.2% | -25.5% |
| 30D | -46.1% | -2.6% | -43.5% | -45.8% |
| 3M | -21.8% | -4.2% | -17.6% | -21.8% |
| 6M | -27.2% | -23.9% | -3.3% | -28.0% |
| YTD | +226.2% | +8.8% | +217.3% | +196.5% |
| 1Y | +297.0% | +9.5% | +287.5% | +259.1% |
| All | +297.0% | +8.9% | +288.1% | +259.1% |
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