+225.4%
NSC vs MGY
+209.8%
+15.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -1.4% | +1.8% | -3.2% | -1.8% |
| 30D | -3.4% | +6.5% | -9.9% | -4.9% |
| 3M | +5.1% | +0.3% | +4.7% | +4.5% |
| 6M | +9.2% | -2.4% | +11.6% | +8.7% |
| YTD | +13.4% | +29.0% | -15.6% | +5.4% |
| 1Y | +20.8% | +17.0% | +3.8% | +14.6% |
| 3Y | +76.1% | +26.2% | +49.9% | +61.2% |
| 5Y | +45.3% | +92.3% | -47.1% | +15.0% |
| All | +225.4% | +209.8% | +15.6% | +106.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling