+534.1%
NOW vs MGY
+206.7%
+327.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.3% | -7.3% | -5.4% |
| 7D | -6.1% | -0.9% | -5.2% | -6.0% |
| 30D | +7.5% | +10.1% | -2.6% | +5.7% |
| 3M | +17.5% | -1.5% | +19.0% | +17.3% |
| 6M | +7.9% | -4.9% | +12.9% | +8.1% |
| YTD | -12.4% | +27.7% | -40.1% | -16.7% |
| 1Y | -28.6% | +20.1% | -48.6% | -31.5% |
| 3Y | +11.8% | +24.9% | -13.0% | +5.3% |
| 5Y | +2.6% | +91.6% | -88.9% | -10.6% |
| All | +534.1% | +206.7% | +327.4% | +419.1% |
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