+103.7%
NOK vs MGY
+209.8%
-106.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | +8.7% | +1.8% | +6.9% | +8.3% |
| 30D | +12.5% | +6.5% | +6.0% | +11.0% |
| 3M | -20.7% | +0.3% | -21.1% | -21.2% |
| 6M | +36.2% | -2.4% | +38.5% | +35.6% |
| YTD | +64.1% | +29.0% | +35.2% | +54.0% |
| 1Y | +132.4% | +17.0% | +115.3% | +121.9% |
| 3Y | +182.9% | +26.2% | +156.7% | +159.8% |
| 5Y | +102.8% | +92.3% | +10.5% | +63.9% |
| All | +103.7% | +209.8% | -106.1% | +36.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling