+170.4%
NXT vs MGY
+32.3%
+138.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.3% | -5.0% | -3.9% |
| 7D | -0.2% | +1.5% | -1.7% | -0.6% |
| 30D | -20.0% | +6.8% | -26.8% | -21.3% |
| 3M | -30.9% | +2.6% | -33.5% | -31.7% |
| 6M | -23.8% | -3.1% | -20.7% | -24.2% |
| YTD | -5.4% | +29.4% | -34.8% | -14.9% |
| 1Y | +28.0% | +22.3% | +5.7% | +16.7% |
| 3Y | +93.3% | +26.6% | +66.8% | +70.2% |
| All | +170.4% | +32.3% | +138.2% | +132.1% |
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