+41.5%
NU vs MGY
+49.3%
-7.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.8% | -2.7% |
| 7D | -4.9% | +3.5% | -8.4% | -5.7% |
| 30D | +7.8% | +5.3% | +2.5% | +6.3% |
| 3M | +20.9% | +2.6% | +18.3% | +19.3% |
| 6M | +0.9% | -3.3% | +4.2% | +0.1% |
| YTD | -12.7% | +29.2% | -41.9% | -21.4% |
| 1Y | -6.4% | +18.0% | -24.4% | -13.5% |
| 3Y | +98.1% | +30.0% | +68.1% | +73.2% |
| All | +41.5% | +49.3% | -7.8% | +9.3% |
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