-19.9%
NOW vs MGY
+23.9%
-43.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.3% |
| 7D | +0.3% | +4.5% | -4.2% | -0.5% |
| 30D | -27.0% | -0.4% | -26.5% | -26.9% |
| 3M | -19.6% | -4.3% | -15.3% | -19.2% |
| 6M | +17.5% | -12.9% | +30.3% | +20.0% |
| YTD | -33.3% | +15.2% | -48.4% | -37.0% |
| 1Y | -39.8% | +10.3% | -50.2% | -42.5% |
| 3Y | -19.9% | +23.6% | -43.5% | -23.1% |
| All | -19.9% | +23.9% | -43.8% | -23.1% |
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