+208.7%
NRG vs MGY
+25.2%
+183.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | -4.7% | +3.5% | -8.2% | -5.8% |
| 30D | -6.0% | +5.3% | -11.2% | -7.8% |
| 3M | -8.0% | +2.6% | -10.6% | -9.3% |
| 6M | -23.2% | -3.3% | -19.9% | -23.6% |
| YTD | -28.1% | +29.2% | -57.3% | -37.5% |
| 1Y | -27.3% | +18.0% | -45.3% | -34.4% |
| 3Y | +208.7% | +30.0% | +178.6% | +167.0% |
| All | +208.7% | +25.2% | +183.5% | +167.0% |
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