+0.8%
NOW vs MGY
+94.8%
-94.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.7% | -2.6% |
| 7D | -4.1% | +1.5% | -5.6% | -4.4% |
| 30D | +2.9% | +6.8% | -4.0% | +1.4% |
| 3M | +22.6% | +2.6% | +20.0% | +21.3% |
| 6M | +7.5% | -3.1% | +10.6% | +7.4% |
| YTD | -14.4% | +29.4% | -43.8% | -20.3% |
| 1Y | -29.8% | +22.3% | -52.1% | -33.9% |
| 3Y | +9.2% | +26.6% | -17.3% | +0.2% |
| 5Y | +0.8% | +92.1% | -91.3% | -10.4% |
| All | +0.8% | +94.8% | -94.0% | -10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling