+93.9%
NXT vs MGY
+25.2%
+68.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | -1.9% | +3.5% | -5.5% | -2.6% |
| 30D | -20.0% | +5.3% | -25.3% | -21.0% |
| 3M | -30.7% | +2.6% | -33.4% | -31.4% |
| 6M | -29.0% | -3.3% | -25.7% | -29.3% |
| YTD | -4.8% | +29.2% | -34.1% | -14.9% |
| 1Y | +22.8% | +18.0% | +4.8% | +12.8% |
| 3Y | +93.9% | +30.0% | +63.9% | +64.0% |
| All | +93.9% | +25.2% | +68.8% | +64.0% |
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