-29.0%
NOW vs MGY
+21.4%
-50.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | 0.0% |
| 7D | -9.9% | +1.8% | -11.7% | -9.8% |
| 30D | +2.8% | +6.5% | -3.7% | +3.2% |
| 3M | +23.7% | +0.3% | +23.4% | +24.1% |
| 6M | +12.5% | -2.4% | +14.9% | +13.1% |
| YTD | -14.4% | +29.0% | -43.4% | -14.5% |
| 1Y | -29.0% | +17.0% | -46.0% | -28.6% |
| All | -29.0% | +21.4% | -50.4% | -28.6% |
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