+327.1%
NET vs MGY
+22.6%
+304.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.6% |
| 7D | -7.0% | +2.1% | -9.1% | -7.5% |
| 30D | -4.8% | +13.8% | -18.6% | -8.2% |
| 3M | +3.8% | -4.3% | +8.1% | +4.6% |
| 6M | +50.0% | -5.1% | +55.1% | +50.6% |
| YTD | +41.5% | +24.8% | +16.7% | +29.9% |
| 1Y | +32.8% | +11.8% | +21.0% | +26.0% |
| All | +327.1% | +22.6% | +304.4% | +279.1% |
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 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